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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $42,419 |
LAMCO ADVISORY SERVICES1 year Filed as: LAMCO ADVISORY SERVICES, INC. Service code 27 · EIN 05-0462357 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,769 | $74,552-73.5% | $62,995-68.6% | $69,631-71.6% |
| Participation rate | 69.1% | 78.3%-9.2pp | 74.8%-5.7pp | 70.7%-1.6pp |
| Annual return | 15.70% | 15.77%-0.1pp | 87.57%-71.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $467 | $2,929-84.0% | $2,759-83.1% | $2,032-77.0% |
| Participant deferral / active EE | $2,898 | $2,974-2.6% | $3,329-13.0% | $3,224-10.1% |
| Admin fee / account holder | $173 | $59+191.7% | $3,600-95.2% | $110+56.9% |