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) | $24,023 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,263 | $72,607-12.9% | $90,749-30.3% | $66,914-5.5% |
| Participation rate | 32.0% | 73.7%-41.6pp | 75.7%-43.6pp | 69.8%-37.8pp |
| Annual return | -14.48% | -12.28%-2.2pp | -12.16%-2.3pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,023 | $2,369-56.8% | $2,921-65.0% | $2,544-59.8% |
| Participant deferral / active EE | $1,761 | $3,977-55.7% | $4,564-61.4% | $4,237-58.4% |
| Admin fee / account holder | $351 | $707-50.4% | $8,445-95.8% | $593-40.8% |