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 | $33,825 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,875 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $620 |
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 | $57,567 | $58,083-0.9% | $80,019-28.1% | $56,287+2.3% |
| Participation rate | 96.6% | 73.6%+23.0pp | 75.8%+20.8pp | 69.9%+26.7pp |
| Annual return | -3.49% | 34.61%-38.1pp | 11.22%-14.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $2,065 | $1,932+6.9% | $2,468-16.3% | $2,111-2.2% |
| Participant deferral / active EE | $3,934 | $3,135+25.5% | $3,686+6.7% | $3,350+17.5% |
| Admin fee / account holder | $26 | $623-95.8% | $6,521-99.6% | $521-94.9% |