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 |
|---|---|---|
LOS ANGELES CAPITAL MGMT2 years Filed as: LOS ALAMOS NATIONAL BANK Service code 27 · EIN 85-0165679 1200 TRINITY DRIVE · LOS ALAMOS, NM 87544 | Advisory (Plan) | $18,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,827 | $44,873-64.7% | $79,464-80.1% | $56,287-71.9% |
| Participation rate | 60.7% | 68.7%-8.0pp | 73.3%-12.7pp | 69.9%-9.2pp |
| Annual return | -8.45% | 0.81%-9.3pp | 718.14%-726.6pp | -9.96%+1.5pp |
| Employer contribution / active EE | $1,140 | $2,140-46.7% | $2,800-59.3% | $2,111-46.0% |
| Participant deferral / active EE | $2,281 | $2,746-16.9% | $3,704-38.4% | $3,350-31.9% |
| Admin fee / account holder | $135 | $418-67.8% | $5,113-97.4% | $521-74.1% |