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 SERVICES Service code 99 | Other Fees | $49,044 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $12,834 |
Service code 99 · EIN 42-1445429 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,900 | $84,487-19.6% | $125,339-45.8% | $66,914+1.5% |
| Participation rate | 85.2% | 76.4%+8.8pp | 82.4%+2.8pp | 69.8%+15.4pp |
| Annual return | -13.75% | -8.39%-5.4pp | 572.05%-585.8pp | 1.58%-15.3pp |
| Employer contribution / active EE | $6,422 | $3,553+80.8% | $4,814+33.4% | $2,544+152.4% |
| Participant deferral / active EE | $11,800 | $6,781+74.0% | $7,446+58.5% | $4,237+178.5% |
| Admin fee / account holder | $271 | $685-60.4% | $10,010-97.3% | $593-54.3% |