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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $23,002 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,674 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,411 | $101,317-17.7% | $146,958-43.2% | $74,495+12.0% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.8pp |
| Annual return | 13.02% | 8730.91%-8717.9pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $6,338 | $3,810+66.3% | $4,933+28.5% | $2,623+141.6% |
| Participant deferral / active EE | $5,617 | $7,303-23.1% | $8,070-30.4% | $4,346+29.2% |
| Admin fee / account holder | $134 | $1,739-92.3% | $12,998-99.0% | $1,942-93.1% |