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 RESEARCH INVESTMENT AD Service code 99 · EIN 20-1665305 | Other Fees | $10,278 |
MARCIA ZIMMERMAN5 years Service code 99 · EIN 75-2909831 | Other Fees | $5,956 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $222 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,252 | $65,435+1.2% | $86,677-23.6% | $66,914-1.0% |
| Participation rate | 82.6% | 75.5%+7.2pp | 76.6%+6.0pp | 69.8%+12.8pp |
| Annual return | -12.89% | -10.89%-2.0pp | 35.91%-48.8pp | 1.58%-14.5pp |
| Employer contribution / active EE | $2,082 | $2,153-3.3% | $2,836-26.6% | $2,544-18.1% |
| Participant deferral / active EE | $3,302 | $4,100-19.5% | $4,656-29.1% | $4,237-22.1% |
| Admin fee / account holder | $35 | $642-94.6% | $7,493-99.5% | $593-94.1% |