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, LLC5+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $71,876 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,736 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $42,222 | $66,601-36.6% | $92,893-54.5% | $67,579-37.5% |
| Participation rate | 97.1% | 72.5%+24.6pp | 76.0%+21.0pp | 71.3%+25.8pp |
| Annual return | 19.05% | 92.58%-73.5pp | 109.41%-90.4pp | 378.56%-359.5pp |
| Employer contribution / active EE | $2,276 | $2,775-18.0% | $3,653-37.7% | $2,148+6.0% |
| Participant deferral / active EE | $4,976 | $3,157+57.6% | $4,236+17.5% | $3,539+40.6% |
| Admin fee / account holder | $21 | $199-89.5% | $5,794-99.6% | $142-85.4% |