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 401K PARTNERS LLC1 year Service code 27 · EIN 46-3938291 | Advisory (Plan) | $16,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,244 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,427 | $64,954-28.5% | $115,752-59.9% | $62,292-25.5% |
| Participation rate | 90.8% | 73.0%+17.8pp | 77.8%+13.1pp | 69.5%+21.3pp |
| Annual return | 20.10% | 24.87%-4.8pp | 19.41%+0.7pp | 28.90%-8.8pp |
| Employer contribution / active EE | $5,976 | $2,344+155.0% | $3,492+71.1% | $2,042+192.6% |
| Participant deferral / active EE | $8,297 | $3,665+126.4% | $5,204+59.4% | $3,169+161.8% |
| Admin fee / account holder | $93 | $414-77.4% | $6,278-98.5% | $479-80.5% |