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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $14,644 |
Filed as: CAPFINANCIAL SECURITIES LLC Service code 16 4208 SIX FORKS RD · RALIEGH, NC 27609 | Consulting | $12,139 |
CAMMACK LARHETTE ADVISORS5 years Filed as: CAMMACK LARHETTE BROKERAGE INC. Service code 16 | Consulting | $8,552 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,782 |
CAMMACK LARHETTE ADVISORS7+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC Service code 16 40 WALL STREET · NEW YORK, NY 10005 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,433 | $63,745-17.7% | $98,442-46.7% | $79,386-34.0% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 8.67% | 625.80%-617.1pp | 1492.73%-1484.1pp | 116.85%-108.2pp |
| Employer contribution / active EE | $543 | $2,557-78.8% | $2,960-81.6% | $2,427-77.6% |
| Participant deferral / active EE | $2,385 | $3,303-27.8% | $4,276-44.2% | $4,046-41.0% |
| Admin fee / account holder | $59 | $516-88.5% | $5,949-99.0% | $626-90.5% |