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: CAMMACK RETIREMENT GROUP, INC Service code 17 · EIN 46-4084533 | Pension Consulting | $11,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,074 | $60,795+33.4% | $69,455+16.7% | $65,185+24.4% |
| Participation rate | 58.9% | 74.9%-15.9pp | 74.6%-15.7pp | 70.2%-11.3pp |
| Annual return | 18.85% | 17.46%+1.4pp | 28.97%-10.1pp | 29.38%-10.5pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,850 | $3,162+53.4% | $3,535+37.2% | $3,514+38.0% |
| Admin fee / account holder | $32 | $314-89.8% | $3,839-99.2% | $847-96.2% |