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, LLC6+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $30,095 |
Service code 27 444 W 47TH STREET, SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $23,749 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,151 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,438 | $91,517-50.3% | $101,248-55.1% | $73,409-38.1% |
| Participation rate | 97.0% | 73.8%+23.2pp | 75.8%+21.2pp | 72.2%+24.8pp |
| Annual return | 13.06% | 17.17%-4.1pp | 46.47%-33.4pp | 59.29%-46.2pp |
| Employer contribution / active EE | $2,295 | $2,877-20.2% | $3,660-37.3% | $2,234+2.8% |
| Participant deferral / active EE | $5,176 | $3,338+55.0% | $4,370+18.4% | $3,805+36.0% |
| Admin fee / account holder | $21 | $216-90.4% | $5,945-99.7% | $158-86.9% |