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 55 · EIN 13-2638166 | Other Commissions | $41,690 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $5,318 |
THE LAMPO GROUP, INC.1 year Filed as: THE LAMPO GROUP, LLC Service code 99 · EIN 62-1593846 | Other Fees | $5,000 |
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 | $115,241 | $99,957+15.3% | $149,696-23.0% | $73,488+56.8% |
| Participation rate | 94.0% | 75.7%+18.3pp | 82.5%+11.5pp | 70.7%+23.3pp |
| Annual return | 21.69% | 53.87%-32.2pp | 276.60%-254.9pp | 28.51%-6.8pp |
| Employer contribution / active EE | $2,548 | $3,191-20.1% | $4,644-45.1% | $2,270+12.3% |
| Participant deferral / active EE | $7,590 | $6,073+25.0% | $6,842+10.9% | $3,740+103.0% |
| Admin fee / account holder | $84 | $551-84.8% | $9,309-99.1% | $513-83.7% |