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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $119,026 |
THE LAMPO GROUP, INC.7 years Filed as: THE LAMPO GROUP, LLC DBA SMARTDOLL Service code 16 · EIN 62-1593846 | Consulting | $15,159 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,745 | $2,679,533-98.7% | $164,866-78.9% | $199,768-82.6% |
| Participation rate | 87.5% | 78.3%+9.1pp | 78.6%+8.8pp | 72.0%+15.4pp |
| Annual return | 14.24% | 17.93%-3.7pp | 69.97%-55.7pp | 34.26%-20.0pp |
| Employer contribution / active EE | $1,016 | $2,970-65.8% | $4,343-76.6% | $3,037-66.6% |
| Participant deferral / active EE | $4,398 | $5,010-12.2% | $6,033-27.1% | $5,090-13.6% |
| Admin fee / account holder | $100 | $1,982-94.9% | $12,689-99.2% | $269-62.7% |