See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,832 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $17,718 |
Filed as: LEGACY RETIREMENT SOLUTIONS LLC Service code 13 · EIN 27-3853858 | Contract Administrator | $5,494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,176 | $72,607-24.0% | $90,749-39.2% | $66,914-17.5% |
| Participation rate | 79.7% | 73.7%+6.0pp | 75.7%+4.0pp | 69.8%+9.9pp |
| Annual return | -17.92% | -12.28%-5.6pp | -12.16%-5.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $3,262 | $2,369+37.7% | $2,921+11.7% | $2,544+28.2% |
| Participant deferral / active EE | $6,433 | $3,977+61.8% | $4,564+41.0% | $4,237+51.8% |
| Admin fee / account holder | $257 | $707-63.7% | $8,445-97.0% | $593-56.7% |