See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $148,229 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 55 | Other Commissions | $121,951 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC. Service code 13 101 W. BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $31,243 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,303 |
CAMBRIDGE INVESTMENT RESEARCH7+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,198 | $111,491-40.6% | $189,513-65.1% | $86,799-23.7% |
| Participation rate | 99.4% | 87.3%+12.0pp | 87.8%+11.5pp | 72.3%+27.1pp |
| Annual return | 15.09% | 83.50%-68.4pp | 555.15%-540.1pp | 97.91%-82.8pp |
| Employer contribution / active EE | $2,528 | $3,951-36.0% | $6,162-59.0% | $2,405+5.1% |
| Participant deferral / active EE | $4,624 | $6,437-28.2% | $8,221-43.8% | $4,131+11.9% |
| Admin fee / account holder | $155 | $189-17.8% | $12,045-98.7% | $170-8.5% |