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 7-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 and information managem... | $42,805 |
CAMMACK LARHETTE ADVISORS3+ years Filed as: CAMMACK LARHETTE BROKERAGE Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $23,684 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,912 | $65,592+6.6% | $90,160-22.5% | $69,631+0.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 8.01% | 57.10%-49.1pp | 34.88%-26.9pp | 27571.02%-27563.0pp |
| Employer contribution / active EE | $3,229 | $2,193+47.2% | $3,318-2.7% | $2,032+58.9% |
| Participant deferral / active EE | $2,894 | $5,257-44.9% | $5,288-45.3% | $3,224-10.2% |
| Admin fee / account holder | $203 | $86+137.3% | $5,943-96.6% | $110+84.1% |