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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $68,303 |
LAMCO ADVISORY SERVICES4+ years Filed as: LAMCO ADVISORY SERVICES, INC. Service code 27 · EIN 05-0462357 | Advisory (Plan) | $42,659 |
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 | $34,908 | $62,267-43.9% | $110,238-68.3% | $55,725-37.4% |
| Participation rate | 91.4% | 78.1%+13.2pp | 79.8%+11.5pp | 70.9%+20.5pp |
| Annual return | -6.02% | -1.07%-5.0pp | 314.74%-320.8pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,481 | $1,941-23.7% | $3,826-61.3% | $2,078-28.7% |
| Participant deferral / active EE | $2,292 | $3,516-34.8% | $4,672-50.9% | $3,356-31.7% |
| Admin fee / account holder | $212 | $121+75.2% | $8,547-97.5% | $115+84.0% |