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 |
|---|---|---|
Filed as: LEGACY RETIREMENT SOLUTIONS LLC Service code 13 · EIN 27-3853858 | Contract Administrator | $30,959 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,631 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $18,041 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM Service code 10 · EIN 22-2027092 | Accounting | $0 |
Employer contribution per participant 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 | $41,025 | $106,028-61.3% | $146,958-72.1% | $77,643-47.2% |
| Participation rate | 74.6% | 78.4%-3.8pp | 82.2%-7.6pp | 70.6%+4.0pp |
| Annual return | 14.64% | 56.73%-42.1pp | 418.34%-403.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $904 | $4,063-77.8% | $4,933-81.7% | $2,726-66.8% |
| Participant deferral / active EE | $4,694 | $7,990-41.3% | $8,070-41.8% | $4,647+1.0% |
| Admin fee / account holder | $109 | $337-67.8% | $12,998-99.2% | $430-74.8% |