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 |
|---|---|---|
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY ASSET MANAGEMENT, INC Service code 26 3411 RICHMOND AVENUE, SUITE 750 · HOUSTON, TX 77046 | Advisory (Participants) | $17,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,876 | $29,548+424.1% | $56,411+174.5% | $77,643+99.5% |
| Participation rate | 16.6% | 32.7%-16.0pp | 52.5%-35.8pp | 70.6%-53.9pp |
| Annual return | 22.37% | 19.01%+3.4pp | 1701.33%-1679.0pp | 31.24%-8.9pp |
| Employer contribution / active EE | $556 | $568-2.0% | $1,039-46.5% | $2,726-79.6% |
| Participant deferral / active EE | $1,066 | $1,061+0.5% | $1,952-45.4% | $4,647-77.1% |
| Admin fee / account holder | $164 | $1,046-84.3% | $2,829-94.2% | $430-61.9% |