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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 55 · EIN 13-2638166 | Other Commissions | $55,764 |
WILLIAMS WILLIAMS LENTZ LLP2 years Service code 10 · EIN 61-0481842 | Accounting | $9,450 |
THE LAMPO GROUP, INC.3 years Filed as: THE LAMPO GROUP, LLC Service code 16 · EIN 62-1593846 | Consulting | $6,807 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $5,371 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,103 | $84,487+12.6% | $125,339-24.1% | $66,914+42.1% |
| Participation rate | 93.4% | 76.4%+17.0pp | 82.4%+11.1pp | 69.8%+23.6pp |
| Annual return | -18.03% | -8.39%-9.6pp | 572.05%-590.1pp | 1.58%-19.6pp |
| Employer contribution / active EE | $2,646 | $3,553-25.5% | $4,814-45.0% | $2,544+4.0% |
| Participant deferral / active EE | $8,399 | $6,781+23.9% | $7,446+12.8% | $4,237+98.2% |
| Admin fee / account holder | $146 | $685-78.7% | $10,010-98.5% | $593-75.4% |