Filed January 7, 2026
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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $70,311 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 · EIN 42-1445429 | Other Fees | $0 |
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 | $52,809 | $47,126+12.1% | $149,673-64.7% | $74,419-29.0% |
| Participation rate | 53.2% | 63.4%-10.2pp | 78.8%-25.6pp | 70.7%-17.5pp |
| Annual return | 18.11% | 22.75%-4.6pp | 134.42%-116.3pp | 34.38%-16.3pp |
| Employer contribution / active EE | $1,345 | $1,905-29.4% | $4,818-72.1% | $2,637-49.0% |
| Participant deferral / active EE | $3,313 | $2,728+21.4% | $5,680-41.7% | $4,528-26.8% |
| Admin fee / account holder | $281 | $343-17.9% | $13,210-97.9% | $348-19.1% |