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 ADVISORS5 years Filed as: STATE BANK AND TRUST COMPANY Service code 24 401 CLINTON ST · DEFIANCE, OH 43512 | Discretionary Trustee | $29,367 |
USI CONSULTING GROUP1 year Service code 13 · EIN 06-1053228 | Contract Administrator | $11,083 |
THE LAMPO GROUP, INC.4 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,426 | $44,642-7.2% | $91,220-54.6% | $66,914-38.1% |
| Participation rate | 65.5% | 64.9%+0.7pp | 73.2%-7.7pp | 69.8%-4.3pp |
| Annual return | -16.52% | -12.29%-4.2pp | 114.01%-130.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,355 | $1,706-20.6% | $2,850-52.5% | $2,544-46.7% |
| Participant deferral / active EE | $3,667 | $3,349+9.5% | $4,234-13.4% | $4,237-13.4% |
| Admin fee / account holder | $308 | $521-41.0% | $5,420-94.3% | $593-48.1% |