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, LLC6+ years Filed as: WESTMINSTER FINANCIAL SEC INC Service code 55 40 N MAIN ST STE 2400 · DAYTON, OH 45423 | Other Commissions | $30,575 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,916 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,141 | $72,277+121.6% | $101,248+58.2% | $79,858+100.5% |
| Participation rate | 99.0% | 68.5%+30.5pp | 75.8%+23.2pp | 69.6%+29.3pp |
| Annual return | 11.26% | 22.30%-11.0pp | 46.47%-35.2pp | 31.71%-20.5pp |
| Employer contribution / active EE | $7,292 | $2,692+170.9% | $3,660+99.3% | $2,471+195.1% |
| Participant deferral / active EE | $3,273 | $3,282-0.3% | $4,370-25.1% | $3,740-12.5% |
| Admin fee / account holder | $24 | $4,400-99.5% | $5,945-99.6% | $5,306-99.6% |