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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $286,517 |
THE LAMPO GROUP, INC.2+ years Service code 49 · EIN 62-1593846 | Other Services | $31,169 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$198,757 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $235,794 | $98,217+140.1% | $105,722+123.0% | $63,975+268.6% |
| Participation rate | 77.4% | 81.9%-4.5pp | 78.9%-1.6pp | 71.1%+6.2pp |
| Annual return | 5.53% | 20.18%-14.6pp | 12.25%-6.7pp | 48.65%-43.1pp |
| Employer contribution / active EE | $5,939 | $4,802+23.7% | $4,079+45.6% | $2,182+172.2% |
| Participant deferral / active EE | $9,426 | $6,019+56.6% | $5,326+77.0% | $3,356+180.8% |
| Admin fee / account holder | $59 | $70-15.7% | $8,308-99.3% | $70-16.5% |