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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $65,018 |
LAMCO ADVISORY SERVICES2+ years Filed as: LAMCO ADVISORY SERVICES, INC. Service code 27 · EIN 05-0462357 | Advisory (Plan) | $52,491 |
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 | $35,574 | $107,378-66.9% | $108,579-67.2% | $57,658-38.3% |
| Participation rate | 98.9% | 77.1%+21.8pp | 79.6%+19.4pp | 70.2%+28.7pp |
| Annual return | 8.36% | 12.80%-4.4pp | -51.70%+60.1pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,467 | $1,782-17.7% | $3,758-61.0% | $1,974-25.7% |
| Participant deferral / active EE | $2,185 | $3,221-32.2% | $4,311-49.3% | $3,061-28.6% |
| Admin fee / account holder | $250 | $108+130.6% | $7,645-96.7% | $95+164.7% |