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 9-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 |
|---|---|---|
Filed as: CAMBRIDGE INVEST. RESEARCH ADVISORS Service code 15 · EIN 20-1665305 | Recordkeeping | $5,863 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,156 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,515 | $142,424+17.6% | $100,534+66.6% | $74,304+125.4% |
| Participation rate | 96.1% | 79.6%+16.6pp | 80.6%+15.5pp | 60.3%+35.8pp |
| Annual return | 21.23% | 27.53%-6.3pp | 32.66%-11.4pp | 29.43%-8.2pp |
| Employer contribution / active EE | $10,469 | $5,555+88.5% | $4,346+140.9% | $2,241+367.1% |
| Participant deferral / active EE | $15,112 | $8,247+83.2% | $6,144+146.0% | $3,767+301.1% |
| Admin fee / account holder | $80 | $1,986-96.0% | $7,654-99.0% | $2,969-97.3% |