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 | $39,376 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $17,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,861 | $49,451-29.5% | $79,550-56.2% | $66,914-47.9% |
| Participation rate | 61.9% | 61.3%+0.6pp | 69.5%-7.6pp | 69.8%-7.9pp |
| Annual return | -17.80% | 84.25%-102.1pp | 0.16%-18.0pp | 1.58%-19.4pp |
| Employer contribution / active EE | $348 | $1,266-72.5% | $2,413-85.6% | $2,544-86.3% |
| Participant deferral / active EE | $2,683 | $3,159-15.1% | $3,985-32.7% | $4,237-36.7% |
| Admin fee / account holder | $261 | $595-56.1% | $6,832-96.2% | $593-56.0% |