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 15 · EIN 84-0467907 | Recordkeeping | $98,650 |
Filed as: LOCKTON INVESTMENT ADVISOR LLC Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $30,000 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $8,958 |
Service code 10 · EIN 59-2008973 | Accounting | $8,500 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0965407 | Advisory (Participants) | $2,853 |
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 | $97,619 | $73,404+33.0% | $87,100+12.1% | $67,579+44.5% |
| Participation rate | 94.2% | 80.9%+13.3pp | 76.9%+17.3pp | 71.3%+22.9pp |
| Annual return | 20.36% | 48.29%-27.9pp | 28.19%-7.8pp | 378.56%-358.2pp |
| Employer contribution / active EE | $4,745 | $2,014+135.6% | $2,521+88.2% | $2,148+120.9% |
| Participant deferral / active EE | $6,343 | $3,913+62.1% | $4,049+56.7% | $3,539+79.2% |
| Admin fee / account holder | $131 | $142-7.5% | $7,497-98.3% | $142-7.9% |