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 11-1000111 | Other Fees | $14,156 |
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 | $59,008 | $76,050-22.4% | $96,544-38.9% | $71,457-17.4% |
| Participation rate | 81.1% | 74.4%+6.7pp | 76.0%+5.1pp | 67.9%+13.2pp |
| Annual return | 11.04% | 22.81%-11.8pp | 25.84%-14.8pp | 28.85%-17.8pp |
| Employer contribution / active EE | $2,071 | $2,244-7.7% | $2,965-30.2% | $2,588-20.0% |
| Participant deferral / active EE | $3,304 | $4,215-21.6% | $4,851-31.9% | $4,289-23.0% |
| Admin fee / account holder | $48 | $2,707-98.2% | $8,252-99.4% | $1,587-97.0% |