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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS2 years Service code 16 · EIN 20-4668732 | Consulting | $65,000 |
STOWE & DEGON, LLC3+ years Filed as: STOWE & DEGON Service code 99 · EIN 04-3379904 | Other Fees | $11,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$288,846 |
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 | $150,620 | $65,118+131.3% | $76,768+96.2% | $55,725+170.3% |
| Participation rate | 93.1% | 79.6%+13.5pp | 77.0%+16.1pp | 70.9%+22.2pp |
| Annual return | -4.80% | -1.27%-3.5pp | 2.43%-7.2pp | 244.93%-249.7pp |
| Employer contribution / active EE | $5,200 | $1,941+167.9% | $2,485+109.2% | $2,078+150.2% |
| Participant deferral / active EE | $11,685 | $3,688+216.8% | $3,852+203.4% | $3,356+248.2% |
| Admin fee / account holder | -$137 | $116-217.9% | $6,675-102.0% | $115-218.6% |