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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $66,136 |
LAMCO ADVISORY SERVICES1 year Filed as: LAMCO ADVISORY SERVICES, INC Service code 27 · EIN 05-0462357 | Advisory (Plan) | $45,615 |
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 | $48,692 | $78,419-37.9% | $133,956-63.7% | $73,409-33.7% |
| Participation rate | 92.8% | 78.6%+14.2pp | 79.8%+12.9pp | 72.2%+20.6pp |
| Annual return | 13.84% | 33.35%-19.5pp | 45.09%-31.3pp | 59.29%-45.5pp |
| Employer contribution / active EE | $1,747 | $2,044-14.5% | $3,919-55.4% | $2,234-21.8% |
| Participant deferral / active EE | $2,707 | $3,925-31.0% | $5,048-46.4% | $3,805-28.9% |
| Admin fee / account holder | $207 | $161+28.2% | $8,927-97.7% | $158+31.0% |