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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $68,310 |
LAMCO ADVISORY SERVICES5+ years Filed as: LAMCO ADVISORY SERVICES, INC. Service code 27 · EIN 05-0462357 | Advisory (Plan) | $41,162 |
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 | $42,813 | $69,159-38.1% | $125,175-65.8% | $67,579-36.6% |
| Participation rate | 93.9% | 78.2%+15.7pp | 79.8%+14.1pp | 71.3%+22.6pp |
| Annual return | 21.78% | 27.12%-5.3pp | 43.79%-22.0pp | 378.56%-356.8pp |
| Employer contribution / active EE | $1,622 | $2,023-19.8% | $3,865-58.0% | $2,148-24.5% |
| Participant deferral / active EE | $2,503 | $3,700-32.3% | $4,937-49.3% | $3,539-29.3% |
| Admin fee / account holder | $199 | $142+40.4% | $9,702-97.9% | $142+39.9% |