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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $201,431 |
THE LAMPO GROUP, INC.1+ years Service code 49 · EIN 62-1593846 | Other Services | $10,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$237,760 |
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 | $222,593 | $88,646+151.1% | $90,223+146.7% | $59,188+276.1% |
| Participation rate | 74.6% | 84.8%-10.2pp | 79.0%-4.5pp | 69.4%+5.2pp |
| Annual return | 0.08% | 11.82%-11.7pp | 1.31%-1.2pp | 5.51%-5.4pp |
| Employer contribution / active EE | $9,305 | $5,463+70.3% | $4,378+112.5% | $2,098+343.5% |
| Participant deferral / active EE | $11,078 | $6,586+68.2% | $5,792+91.3% | $3,265+239.3% |
| Admin fee / account holder | -$7 | $63-111.4% | $7,406-100.1% | $92-107.8% |