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 |
|---|---|---|
LAMCO ADVISORY SERVICES1 year Filed as: LAMCO ADVISORY SERVICES INC Service code 50 · EIN 05-0462357 | Direct Payment | $16,619 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,048 | $56,095-71.4% | $178,490-91.0% | $90,288-82.2% |
| Participation rate | 27.8% | 65.6%-37.7pp | 81.9%-54.1pp | 73.4%-45.5pp |
| Annual return | 13.51% | 28.81%-15.3pp | 151.07%-137.6pp | 53.97%-40.5pp |
| Employer contribution / active EE | $472 | $1,572-70.0% | $5,011-90.6% | $2,524-81.3% |
| Participant deferral / active EE | $755 | $2,669-71.7% | $5,202-85.5% | $4,232-82.2% |
| Admin fee / account holder | $0 | $101-100.0% | $13,984-100.0% | $114-100.0% |