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 | $32,162 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,262 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,073 |
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 | $64,831 | $66,310-2.2% | $93,606-30.7% | $65,185-0.5% |
| Participation rate | 99.6% | 74.0%+25.6pp | 75.8%+23.7pp | 70.2%+29.4pp |
| Annual return | 21.62% | 42.58%-21.0pp | 32.76%-11.1pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,998 | $2,012-0.7% | $2,718-26.5% | $2,177-8.2% |
| Participant deferral / active EE | $3,905 | $3,342+16.9% | $4,069-4.0% | $3,514+11.1% |
| Admin fee / account holder | $26 | $6,897-99.6% | $7,888-99.7% | $847-97.0% |