See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 · EIN 42-1445429 | Other Fees | $17,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,624 | $50,982+26.8% | $154,803-58.3% | $85,563-24.5% |
| Participation rate | 34.7% | 59.8%-25.1pp | 78.1%-43.4pp | 66.0%-31.3pp |
| Annual return | 15.07% | 30.35%-15.3pp | 58.88%-43.8pp | 31.51%-16.4pp |
| Employer contribution / active EE | $740 | $1,708-56.7% | $4,305-82.8% | $2,654-72.1% |
| Participant deferral / active EE | $1,942 | $2,474-21.5% | $5,540-65.0% | $4,375-55.6% |
| Admin fee / account holder | $20 | $846-97.7% | $14,329-99.9% | $834-97.6% |