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 ADVISORS4+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $16,504 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Recordkeeping and information managem... | $3,135 |
Filed as: FIDELITY Service code 12 · EIN 04-2647786 | Direct payment from the plan; Recordk... | $485 |
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 | $112,435 | $75,388+49.1% | $123,544-9.0% | $55,725+101.8% |
| Participation rate | 99.7% | 75.7%+24.0pp | 82.3%+17.4pp | 70.9%+28.8pp |
| Annual return | -3.42% | 4.48%-7.9pp | 119.20%-122.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $7,163 | $3,063+133.9% | $4,628+54.8% | $2,078+244.7% |
| Participant deferral / active EE | $4,806 | $5,651-15.0% | $6,426-25.2% | $3,356+43.2% |
| Admin fee / account holder | $28 | $120-76.3% | $9,284-99.7% | $115-75.4% |