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 37 · EIN 04-2647786 | Loan Processing | $11,983 |
THE LAMPO GROUP, INC.1 year Filed as: THE LAMPO GROUP, LLC Service code 16 · EIN 62-1593846 | Consulting | $6,917 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,503 | $71,666-50.5% | $117,854-69.9% | $69,631-49.0% |
| Participation rate | 92.9% | 77.5%+15.3pp | 79.7%+13.2pp | 70.7%+22.2pp |
| Annual return | 14.49% | 18.86%-4.4pp | 335.08%-320.6pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,021 | $1,889-45.9% | $3,786-73.0% | $2,032-49.8% |
| Participant deferral / active EE | $3,916 | $3,340+17.3% | $4,482-12.6% | $3,224+21.5% |
| Admin fee / account holder | $28 | $120-76.4% | $8,020-99.6% | $110-74.3% |