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 |
|---|---|---|
Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 15 · EIN 20-3247391 | Recordkeeping | $15,873 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,025 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,881 | $56,629-40.2% | $77,999-56.6% | $55,167-38.6% |
| Participation rate | 85.1% | 73.3%+11.8pp | 75.5%+9.6pp | 69.0%+16.1pp |
| Annual return | 7.66% | 2866.98%-2859.3pp | 425.96%-418.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,638 | $1,723-5.0% | $2,470-33.7% | $1,963-16.6% |
| Participant deferral / active EE | $3,443 | $2,777+24.0% | $3,497-1.5% | $3,054+12.7% |
| Admin fee / account holder | $128 | $467-72.6% | $5,480-97.7% | $504-74.7% |