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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $100,144 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $43,199 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $151,235 | $59,097+155.9% | $82,389+83.6% | $74,304+103.5% |
| Participation rate | 98.1% | 52.8%+45.3pp | 69.5%+28.5pp | 60.3%+37.7pp |
| Annual return | 12.96% | 22.85%-9.9pp | 28.67%-15.7pp | 29.43%-16.5pp |
| Employer contribution / active EE | $4,765 | $1,601+197.7% | $2,517+89.3% | $2,241+112.6% |
| Participant deferral / active EE | $6,663 | $2,775+140.1% | $4,155+60.4% | $3,767+76.9% |
| Admin fee / account holder | $553 | $4,489-87.7% | $7,231-92.3% | $2,969-81.4% |