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 6-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $87,354 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 16 · EIN 20-8874282 | Consulting | $38,615 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,525 | $176,491-92.9% | $95,952-86.9% | $90,288-86.1% |
| Participation rate | 71.2% | 86.6%-15.3pp | 77.1%-5.8pp | 73.4%-2.1pp |
| Annual return | 0.00% | 20.14%-20.1pp | 91.61%-91.6pp | 53.97%-54.0pp |
| Employer contribution / active EE | $0 | $2,789-100.0% | $2,541-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $3,346 | $5,340-37.3% | $4,167-19.7% | $4,232-20.9% |
| Admin fee / account holder | $50 | $154-67.4% | $6,795-99.3% | $114-56.0% |