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 | $32,446 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,238 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,597 |
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 | $68,337 | $70,908-3.6% | $98,907-30.9% | $73,488-7.0% |
| Participation rate | 98.7% | 73.8%+24.9pp | 76.0%+22.6pp | 70.7%+28.0pp |
| Annual return | 17.66% | 34.17%-16.5pp | 196.43%-178.8pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,223 | $2,036+9.1% | $2,689-17.3% | $2,270-2.1% |
| Participant deferral / active EE | $4,216 | $3,500+20.5% | $4,244-0.7% | $3,740+12.7% |
| Admin fee / account holder | $31 | $535-94.1% | $6,642-99.5% | $513-93.9% |