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 | $120,058 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 16 · EIN 20-8874282 | Consulting | $49,951 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,995 | $144,996-86.2% | $111,297-82.0% | $93,030-78.5% |
| Participation rate | 73.7% | 86.2%-12.4pp | 77.3%-3.6pp | 73.9%-0.2pp |
| Annual return | 16.33% | 18.26%-1.9pp | 54.65%-38.3pp | 158.70%-142.4pp |
| Employer contribution / active EE | $0 | $3,056-100.0% | $2,731-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $4,656 | $5,587-16.7% | $4,487+3.8% | $4,562+2.0% |
| Admin fee / account holder | $68 | $103-34.4% | $7,964-99.1% | $152-55.2% |