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 6-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 ADVIS Service code 27 · EIN 39-1897480 | Advisory (Plan) | $21,232 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $11,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,661 | $50,815-47.5% | $155,509-82.9% | $77,643-65.7% |
| Participation rate | 31.2% | 63.1%-31.9pp | 78.2%-47.0pp | 70.6%-39.4pp |
| Annual return | 20.44% | 34.80%-14.4pp | 64.67%-44.2pp | 31.24%-10.8pp |
| Employer contribution / active EE | $515 | $1,993-74.1% | $4,672-89.0% | $2,726-81.1% |
| Participant deferral / active EE | $994 | $2,822-64.8% | $5,626-82.3% | $4,647-78.6% |
| Admin fee / account holder | $269 | $437-38.4% | $15,912-98.3% | $430-37.5% |