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 ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 | Consulting | $15,715 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $8,740 |
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $43,383 | $41,854+3.7% | $73,843-41.3% | $52,331-17.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 2.75% | 2.11%+0.6pp | 2267.84%-2265.1pp | 4.54%-1.8pp |
| Employer contribution / active EE | $2,689 | $1,920+40.0% | $2,787-3.5% | $1,882+42.9% |
| Participant deferral / active EE | $2,737 | $2,498+9.6% | $3,583-23.6% | $3,022-9.4% |
| Admin fee / account holder | $27 | $493-94.4% | $4,880-99.4% | $592-95.4% |