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 INV RSRCH ADVSRS Service code 26 · EIN 42-1445429 | Advisory (Participants) | $13,375 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,715 | $58,083-47.1% | $80,019-61.6% | $56,287-45.4% |
| Participation rate | 47.2% | 73.6%-26.4pp | 75.8%-28.7pp | 69.9%-22.7pp |
| Annual return | -7.51% | 34.61%-42.1pp | 11.22%-18.7pp | -9.96%+2.4pp |
| Employer contribution / active EE | $964 | $1,932-50.1% | $2,468-61.0% | $2,111-54.3% |
| Participant deferral / active EE | $1,465 | $3,135-53.3% | $3,686-60.2% | $3,350-56.3% |
| Admin fee / account holder | $182 | $623-70.8% | $6,521-97.2% | $521-65.1% |