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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,230 |
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 | $8,019 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,249 | $29,369-10.6% | $77,482-66.1% | $73,409-64.2% |
| Participation rate | 8.5% | 37.9%-29.5pp | 54.2%-45.7pp | 72.2%-63.7pp |
| Annual return | 13.78% | 358.15%-344.4pp | 54.79%-41.0pp | 59.29%-45.5pp |
| Employer contribution / active EE | $255 | $406-37.2% | $986-74.2% | $2,234-88.6% |
| Participant deferral / active EE | $464 | $941-50.7% | $1,861-75.1% | $3,805-87.8% |
| Admin fee / account holder | $247 | $123+101.3% | $2,858-91.4% | $158+56.5% |