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 ADVISORS6 years Filed as: STATE BANK AND TRUST COMPANY Service code 24 401 CLINTON ST · DEFIANCE, OH 43512 | Discretionary Trustee | $31,987 |
USI CONSULTING GROUP2 years Service code 13 · EIN 06-1053228 | Contract Administrator | $12,834 |
THE LAMPO GROUP, INC.5 years Filed as: THE LAMPO GROUP LLC Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $7,455 |
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 | $49,926 | $51,315-2.7% | $95,745-47.9% | $71,457-30.1% |
| Participation rate | 65.7% | 63.0%+2.7pp | 72.3%-6.5pp | 67.9%-2.2pp |
| Annual return | 14.50% | 25.26%-10.8pp | 28.35%-13.9pp | 28.85%-14.3pp |
| Employer contribution / active EE | $1,628 | $1,819-10.5% | $2,835-42.6% | $2,588-37.1% |
| Participant deferral / active EE | $4,494 | $3,358+33.8% | $4,245+5.9% | $4,289+4.8% |
| Admin fee / account holder | $325 | $1,137-71.4% | $5,678-94.3% | $1,587-79.5% |