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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT GROUP, INC. Service code 27 | Advisory (Plan) | $32,805 |
Service code 13 · EIN 47-0800241 17110 MARCY STREET · OMAHA, NE 68118 | Contract Administrator | $9,322 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,433 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ALGER2 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
PEOPLES UNITED BANK1 year Filed as: CAMBRIDGE INVESMENT GROUP, INC. Service code 27 · EIN 39-1897480 | Advisory (Plan) | $0 |
COLUMBIA2 years Service code 52 · EIN 86-0906609 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,540 | $77,813+31.8% | $123,544-17.0% | $64,186+59.8% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.3%+15.3pp | 69.6%+28.0pp |
| Annual return | -3.65% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $4,596 | $3,014+52.5% | $4,628-0.7% | $2,381+93.1% |
| Participant deferral / active EE | $8,074 | $5,240+54.1% | $6,426+25.7% | $3,470+132.7% |
| Admin fee / account holder | $70 | $5,519-98.7% | $9,284-99.2% | $4,888-98.6% |