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 Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $12,531 |
Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $7,372 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $28,875 | $46,732-38.2% | $156,549-81.6% | $55,167-47.7% |
| Participation rate | 82.0% | 65.8%+16.2pp | 84.0%-2.0pp | 69.0%+13.0pp |
| Annual return | 6.04% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,500 | $2,105-28.8% | $5,501-72.7% | $1,963-23.6% |
| Participant deferral / active EE | $2,061 | $2,204-6.5% | $4,871-57.7% | $3,054-32.5% |
| Admin fee / account holder | $26 | $418-93.9% | $13,027-99.8% | $504-94.9% |