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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,903 |
LAMCO ADVISORY SERVICES2 years Service code 27 1525 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Advisory (Plan) | $26,341 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,542 | $52,953+50.2% | $172,739-54.0% | $65,185+22.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.15% | 30.12%-11.0pp | 802.84%-783.7pp | 29.38%-10.2pp |
| Employer contribution / active EE | $3,566 | $2,190+62.8% | $5,143-30.7% | $2,177+63.8% |
| Participant deferral / active EE | $3,038 | $2,471+22.9% | $5,198-41.6% | $3,514-13.6% |
| Admin fee / account holder | $435 | $472-7.8% | $13,954-96.9% | $847-48.6% |