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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,749 |
Filed as: CAMBRIDGE INV RSRCH ADVSRS Service code 26 · EIN 42-1445429 | Advisory (Participants) | $9,261 |
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).
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 | $27,421 | $63,745-57.0% | $98,442-72.1% | $79,386-65.5% |
| Participation rate | 36.9% | 69.9%-33.0pp | 73.3%-36.4pp | 70.7%-33.8pp |
| Annual return | 24.95% | 625.80%-600.9pp | 1492.73%-1467.8pp | 116.85%-91.9pp |
| Employer contribution / active EE | $972 | $2,557-62.0% | $2,960-67.2% | $2,427-60.0% |
| Participant deferral / active EE | $1,811 | $3,303-45.2% | $4,276-57.7% | $4,046-55.2% |
| Admin fee / account holder | $130 | $516-74.9% | $5,949-97.8% | $626-79.3% |