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 |
|---|---|---|
LAMCO ADVISORY SERVICES3 years Filed as: LAMCO ADVISORY SERVICES INC. Service code 28 · EIN 05-0462357 | Investment Management | $17,273 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,232 |
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 | $42,256 | $47,977-11.9% | $154,107-72.6% | $56,287-24.9% |
| Participation rate | 95.7% | 66.2%+29.5pp | 83.0%+12.6pp | 69.9%+25.8pp |
| Annual return | -4.67% | 3.54%-8.2pp | 735.12%-739.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,866 | $2,169-14.0% | $5,298-64.8% | $2,111-11.6% |
| Participant deferral / active EE | $2,818 | $2,392+17.8% | $5,081-44.5% | $3,350-15.9% |
| Admin fee / account holder | $13 | $438-97.0% | $13,411-99.9% | $521-97.5% |