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 ADVISORS3 years Filed as: STATE BANK AND TRUST COMPANY Service code 24 401 CLINTON ST · DEFIANCE, OH 43512 | Discretionary Trustee | $26,621 |
USI CONSULTING GROUP1 year Filed as: FINDLEY, A DIVISION OF USI Service code 13 · EIN 06-1053228 | Contract Administrator | $11,066 |
THE LAMPO GROUP, INC.2 years 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 | $53,632 | $55,214-2.9% | $104,607-48.7% | $73,488-27.0% |
| Participation rate | 51.7% | 67.8%-16.1pp | 74.1%-22.3pp | 70.7%-18.9pp |
| Annual return | 16.65% | 24.79%-8.1pp | 340.46%-323.8pp | 28.51%-11.9pp |
| Employer contribution / active EE | $464 | $1,468-68.4% | $2,681-82.7% | $2,270-79.6% |
| Participant deferral / active EE | $2,427 | $2,925-17.0% | $3,740-35.1% | $3,740-35.1% |
| Admin fee / account holder | $355 | $424-16.2% | $6,473-94.5% | $513-30.8% |