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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $62,435 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,663 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,325 |
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 | $42,159 | $60,545-30.4% | $92,233-54.3% | $69,631-39.5% |
| Participation rate | 96.4% | 72.2%+24.2pp | 76.5%+19.9pp | 70.7%+25.7pp |
| Annual return | 14.60% | 19.71%-5.1pp | 176.28%-161.7pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $2,067 | $2,633-21.5% | $3,679-43.8% | $2,032+1.7% |
| Participant deferral / active EE | $4,535 | $2,828+60.4% | $3,897+16.4% | $3,224+40.7% |
| Admin fee / account holder | $18 | $145-87.7% | $5,194-99.7% | $110-83.9% |