Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
THE LAMPO GROUP, INC.3 years Filed as: THE LAMPO GROUP LLC DBA SMARTDOLLAR Service code 99 1011 REAMS FLEMING BLVD · FRANKLIN, TN 37064 | Other Fees | $3,757 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $871 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,301 | $79,700+103.6% | $153,432+5.8% | $74,546+117.7% |
| Participation rate | 99.1% | 69.8%+29.3pp | 77.1%+22.0pp | 67.2%+31.9pp |
| Annual return | 13.98% | 15.07%-1.1pp | 15.66%-1.7pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $6,547 | $4,016+63.0% | $5,038+30.0% | $2,624+149.5% |
| Participant deferral / active EE | $12,247 | $5,315+130.4% | $6,757+81.2% | $4,347+181.7% |
| Admin fee / account holder | $33 | $1,790-98.2% | $12,725-99.7% | $1,944-98.3% |