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 |
|---|---|---|
THELAMPOGROUPLLCRAMSEYSMART1 year Service code 16 · EIN 62-1593846 | Consulting | $7,369 |
MCF ADVISORS LLC1 year Filed as: MCF ADVISORS, LLC Service code 26 · EIN 20-0566061 | Advisory (Participants) | $7,313 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $5,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,053 | $101,317+16.5% | $146,958-19.7% | $74,495+58.5% |
| Participation rate | 94.3% | 75.5%+18.7pp | 82.2%+12.1pp | 67.2%+27.1pp |
| Annual return | 16.35% | 8730.91%-8714.6pp | 418.34%-402.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $4,596 | $3,810+20.6% | $4,933-6.8% | $2,623+75.2% |
| Participant deferral / active EE | $11,078 | $7,303+51.7% | $8,070+37.3% | $4,346+154.9% |
| Admin fee / account holder | $105 | $1,739-94.0% | $12,998-99.2% | $1,942-94.6% |