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 RETIREMENT GROUP, INC Service code 17 · EIN 46-4084533 | Pension Consulting | $10,028 |
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 | $94,921 | $84,948+11.7% | $70,449+34.7% | $73,409+29.3% |
| Participation rate | 44.7% | 79.9%-35.2pp | 75.1%-30.4pp | 72.2%-27.5pp |
| Annual return | 14.28% | 13.39%+0.9pp | 109.03%-94.7pp | 59.29%-45.0pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,737-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,019 | $3,387+48.2% | $3,709+35.3% | $3,805+31.9% |
| Admin fee / account holder | $22 | $98-77.7% | $3,845-99.4% | $158-86.1% |