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 |
|---|---|---|
WESTMINSTER CONSULTING, LLC3+ years Filed as: WESTMINSTER FINANCIAL SEC INC Service code 55 40 N MAIN ST. · DAYTON, OH 45423 | Other Commissions | $22,565 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,392 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,094 | $58,726+111.3% | $92,233+34.5% | $62,292+99.2% |
| Participation rate | 91.1% | 68.3%+22.7pp | 76.5%+14.6pp | 69.5%+21.6pp |
| Annual return | 14.91% | 43.62%-28.7pp | 176.28%-161.4pp | 28.90%-14.0pp |
| Employer contribution / active EE | $6,197 | $2,392+159.1% | $3,679+68.4% | $2,042+203.5% |
| Participant deferral / active EE | $2,557 | $2,766-7.5% | $3,897-34.4% | $3,169-19.3% |
| Admin fee / account holder | $9 | $556-98.4% | $5,194-99.8% | $479-98.2% |