See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WESTMINSTER CONSULTING, LLC7+ years Filed as: WESTMINSTER FINANCIAL SEC INC Service code 55 40 N MAIN ST STE 2400 · DAYTON, OH 45423 | Other Commissions | $34,285 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,062 | $78,672+173.4% | $109,143+97.0% | $85,850+150.5% |
| Participation rate | 97.4% | 68.3%+29.1pp | 75.9%+21.5pp | 69.3%+28.1pp |
| Annual return | 15.42% | 25.09%-9.7pp | 25.75%-10.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $7,895 | $2,735+188.7% | $3,722+112.1% | $2,565+207.8% |
| Participant deferral / active EE | $3,607 | $3,467+4.0% | $4,653-22.5% | $3,952-8.7% |
| Admin fee / account holder | $22 | $5,469-99.6% | $6,752-99.7% | $6,260-99.6% |