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 ADVISORS3 years Filed as: CAMMACK RETIREMENT GROUP, INC Service code 17 · EIN 46-4084533 | Pension Consulting | $8,695 |
WITHUMSMITH+BROWN, PC1 year Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $7,114 |
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 | $106,811 | $94,833+12.6% | $75,696+41.1% | $86,799+23.1% |
| Participation rate | 55.4% | 79.1%-23.8pp | 74.8%-19.5pp | 72.3%-16.9pp |
| Annual return | 13.96% | 16.91%-3.0pp | 104.53%-90.6pp | 97.91%-83.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,254 | $3,632+44.7% | $3,821+37.5% | $4,131+27.2% |
| Admin fee / account holder | $51 | $109-53.1% | $3,619-98.6% | $170-70.0% |