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 ADVISORS4+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $14,405 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $7,571 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,469 | $37,196-20.8% | $154,107-80.9% | $55,725-47.1% |
| Participation rate | 61.6% | 64.1%-2.5pp | 83.0%-21.4pp | 70.9%-9.3pp |
| Annual return | -3.09% | 1319.68%-1322.8pp | 735.12%-738.2pp | 244.93%-248.0pp |
| Employer contribution / active EE | $994 | $1,614-38.4% | $5,298-81.2% | $2,078-52.2% |
| Participant deferral / active EE | $1,684 | $2,068-18.6% | $5,081-66.9% | $3,356-49.8% |
| Admin fee / account holder | $29 | $102-71.7% | $13,411-99.8% | $115-75.0% |