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) | $18,795 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,655 | $70,908-15.9% | $98,907-39.7% | $73,488-18.8% |
| Participation rate | 37.0% | 73.8%-36.8pp | 76.0%-39.0pp | 70.7%-33.7pp |
| Annual return | 17.57% | 34.17%-16.6pp | 196.43%-178.9pp | 28.51%-10.9pp |
| Employer contribution / active EE | $934 | $2,036-54.1% | $2,689-65.2% | $2,270-58.8% |
| Participant deferral / active EE | $1,577 | $3,500-54.9% | $4,244-62.8% | $3,740-57.8% |
| Admin fee / account holder | $293 | $535-45.2% | $6,642-95.6% | $513-42.9% |