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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $22,381 |
Filed as: LEGACY FINANCIAL ADVISORS INC Service code 16 · EIN 20-7942254 | Consulting | $16,637 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,958 | $80,724-18.3% | $103,333-36.2% | $74,495-11.5% |
| Participation rate | 93.9% | 65.7%+28.2pp | 74.5%+19.4pp | 67.2%+26.7pp |
| Annual return | 14.19% | 27.56%-13.4pp | 24.88%-10.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,130 | $3,157-32.5% | $3,868-44.9% | $2,623-18.8% |
| Participant deferral / active EE | $5,666 | $3,860+46.8% | $5,057+12.0% | $4,346+30.4% |
| Admin fee / account holder | $287 | $2,368-87.9% | $8,355-96.6% | $1,942-85.2% |