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 |
|---|---|---|
Filed as: STEVEN M. THARGARD Service code 27 1000 LEGION PL STE 1400 · ORLANDO, FL 328011041 | Advisory (Plan) | $7,208 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,775 | $106,236+64.5% | $112,228+55.7% | $64,808+169.7% |
| Participation rate | 98.3% | 71.7%+26.7pp | 75.1%+23.3pp | 71.5%+26.9pp |
| Annual return | 9.06% | -6.02%+15.1pp | 27.45%-18.4pp | 32.82%-23.8pp |
| Employer contribution / active EE | $6,952 | $3,166+119.6% | $3,635+91.3% | $2,506+177.4% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $17 | $452-96.3% | $6,410-99.7% | $188-91.2% |