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 |
|---|---|---|
LEGACY PROFESSIONALS LLP1+ years Filed as: LEGACY ASSET MANAGEMENT INC Service code 27 3411 RICHMOND AVE · HOUSTON, TX 77046 | Advisory (Plan) | $7,259 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,088 | $44,229-54.6% | $155,790-87.1% | $55,191-63.6% |
| Participation rate | 41.6% | 60.8%-19.2pp | 76.1%-34.5pp | 69.2%-27.6pp |
| Annual return | 0.00% | 0.37%-0.4pp | 71.54%-71.5pp | 10.78%-10.8pp |
| Employer contribution / active EE | $442 | $1,317-66.4% | $3,836-88.5% | $1,899-76.7% |
| Participant deferral / active EE | $1,426 | $2,851-50.0% | $4,797-70.3% | $3,046-53.2% |
| Admin fee / account holder | $38 | $86-56.0% | $7,478-99.5% | $91-58.2% |