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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $69,597 |
LAMCO ADVISORY SERVICES1+ years Filed as: LAMCO ADVISORY SERVICES, INC. Service code 27 · EIN 05-0462357 | Advisory (Plan) | $36,794 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,217 | $57,096-47.1% | $94,224-67.9% | $55,191-45.3% |
| Participation rate | 98.5% | 75.7%+22.9pp | 78.8%+19.8pp | 69.2%+29.4pp |
| Annual return | -1.54% | 159.65%-161.2pp | 10.68%-12.2pp | 10.78%-12.3pp |
| Employer contribution / active EE | $1,108 | $1,708-35.1% | $3,587-69.1% | $1,899-41.6% |
| Participant deferral / active EE | $2,247 | $3,165-29.0% | $4,320-48.0% | $3,046-26.3% |
| Admin fee / account holder | $218 | $89+144.7% | $6,269-96.5% | $91+140.6% |