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) | $15,829 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,804 | $66,310-30.9% | $93,606-51.1% | $65,185-29.7% |
| Participation rate | 44.6% | 74.0%-29.4pp | 75.8%-31.2pp | 70.2%-25.6pp |
| Annual return | 21.60% | 42.58%-21.0pp | 32.76%-11.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $977 | $2,012-51.4% | $2,718-64.1% | $2,177-55.1% |
| Participant deferral / active EE | $1,656 | $3,342-50.4% | $4,069-59.3% | $3,514-52.9% |
| Admin fee / account holder | $239 | $6,897-96.5% | $7,888-97.0% | $847-71.8% |