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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,842 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $29,837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,859 | $101,317-19.2% | $146,958-44.3% | $74,495+9.9% |
| Participation rate | 55.6% | 75.5%-20.0pp | 82.2%-26.6pp | 67.2%-11.6pp |
| Annual return | 10.56% | 8730.91%-8720.3pp | 418.34%-407.8pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,912 | $3,810-49.8% | $4,933-61.2% | $2,623-27.1% |
| Participant deferral / active EE | $5,102 | $7,303-30.1% | $8,070-36.8% | $4,346+17.4% |
| Admin fee / account holder | $235 | $1,739-86.5% | $12,998-98.2% | $1,942-87.9% |