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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE BANK AND TRUST COMPANY Service code 24 401 CLINTON ST · DEFIANCE, OH 43512 | Discretionary Trustee | $24,763 |
FINDLEY2 years Filed as: FINDLEY, INC. Service code 13 · EIN 34-1213174 | Contract Administrator | $11,204 |
THE LAMPO GROUP, INC.1 year Filed as: THE LAMPO GROUP LLC Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,370 | $50,175-15.6% | $99,443-57.4% | $65,185-35.0% |
| Participation rate | 58.4% | 68.4%-10.0pp | 73.8%-15.4pp | 70.2%-11.8pp |
| Annual return | 22.95% | 25.36%-2.4pp | 30.72%-7.8pp | 29.38%-6.4pp |
| Employer contribution / active EE | $522 | $1,496-65.1% | $2,540-79.4% | $2,177-76.0% |
| Participant deferral / active EE | $2,908 | $2,748+5.8% | $3,619-19.6% | $3,514-17.2% |
| Admin fee / account holder | $328 | $398-17.5% | $6,250-94.8% | $847-61.3% |