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 |
|---|---|---|
THE LAMPO GROUP, INC.1 year Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $124,667 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $83,072 |
GORDON FEINBLATT LLC4+ years Service code 29 233 EAST REDWOOD STREET · BALTIMORE, MD 21202 | Legal | $43,391 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 P.O. BOX 7247-8001 · PHILADELPHIA, PA 19170 | Accounting | $34,500 |
ALIGHT SOLUTIONS LLC1 year Service code 16 P.O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $10,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,765 | $96,381+17.0% | $140,016-19.5% | $73,367+53.7% |
| Participation rate | 90.9% | 90.1%+0.8pp | 87.5%+3.4pp | 69.5%+21.5pp |
| Annual return | -5.50% | -4.30%-1.2pp | 651.12%-656.6pp | 173.45%-179.0pp |
| Employer contribution / active EE | $4,294 | $4,168+3.0% | $5,606-23.4% | $2,499+71.8% |
| Participant deferral / active EE | $5,000 | $6,186-19.2% | $6,927-27.8% | $4,033+24.0% |
| Admin fee / account holder | $14 | $100-85.9% | $10,705-99.9% | $68-79.4% |