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) | $24,836 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,483 | $79,428-13.8% | $106,548-35.7% | $79,386-13.7% |
| Participation rate | 36.8% | 74.1%-37.3pp | 76.1%-39.3pp | 70.7%-33.9pp |
| Annual return | 14.32% | 18.27%-4.0pp | 26.80%-12.5pp | 116.85%-102.5pp |
| Employer contribution / active EE | $1,099 | $2,234-50.8% | $2,819-61.0% | $2,427-54.7% |
| Participant deferral / active EE | $1,948 | $3,823-49.0% | $4,398-55.7% | $4,046-51.9% |
| Admin fee / account holder | $362 | $523-30.7% | $7,407-95.1% | $626-42.1% |