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, LLC7+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $84,863 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,194 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CIRCLE, STE 500 · MOBILE, AL 36609 | Contract Administrator | $7,800 |
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 | $50,445 | $78,275-35.6% | $109,143-53.8% | $86,799-41.9% |
| Participation rate | 97.4% | 73.8%+23.6pp | 75.9%+21.6pp | 72.3%+25.2pp |
| Annual return | 13.48% | 19.14%-5.7pp | 25.75%-12.3pp | 97.91%-84.4pp |
| Employer contribution / active EE | $2,643 | $3,105-14.9% | $3,722-29.0% | $2,405+9.9% |
| Participant deferral / active EE | $5,827 | $3,641+60.0% | $4,653+25.2% | $4,131+41.0% |
| Admin fee / account holder | $22 | $198-89.0% | $6,752-99.7% | $170-87.1% |