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 20-1665305 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $15,040 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,395 | $55,415-39.7% | $155,509-78.5% | $74,495-55.2% |
| Participation rate | 70.4% | 61.9%+8.5pp | 78.2%-7.8pp | 67.2%+3.2pp |
| Annual return | 20.48% | 268.50%-248.0pp | 64.67%-44.2pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $1,366 | $2,267-39.7% | $4,672-70.8% | $2,623-47.9% |
| Participant deferral / active EE | $3,937 | $2,836+38.8% | $5,626-30.0% | $4,346-9.4% |
| Admin fee / account holder | $250 | $1,738-85.6% | $15,912-98.4% | $1,942-87.1% |