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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $31,487 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,031 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $86 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,786 | $75,284-31.2% | $91,001-43.1% | $69,631-25.6% |
| Participation rate | 98.6% | 80.4%+18.2pp | 75.6%+23.0pp | 70.7%+27.9pp |
| Annual return | 19.28% | 48.40%-29.1pp | 4.60%+14.7pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $1,574 | $2,473-36.3% | $2,456-35.9% | $2,032-22.5% |
| Participant deferral / active EE | $3,010 | $3,700-18.6% | $3,547-15.2% | $3,224-6.6% |
| Admin fee / account holder | $14 | $111-87.4% | $5,417-99.7% | $110-87.3% |