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 |
|---|---|---|
CAMBRIDGE WEALTH ADVISORS4 years Filed as: CAMBRIDGE WEALTH ADVISORS LLC Service code 27 · EIN 27-0397626 | Advisory (Plan) | $75,528 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $28,359 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,607 | $102,553-46.8% | $151,611-64.0% | $66,914-18.4% |
| Participation rate | 96.5% | 85.5%+11.0pp | 87.5%+9.0pp | 69.8%+26.7pp |
| Annual return | -18.24% | -10.82%-7.4pp | 3.33%-21.6pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,927 | $4,180-30.0% | $6,166-52.5% | $2,544+15.1% |
| Participant deferral / active EE | $6,893 | $6,641+3.8% | $8,363-17.6% | $4,237+62.7% |
| Admin fee / account holder | $419 | $630-33.5% | $11,616-96.4% | $593-29.4% |