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 | $17,616 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,565 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $31,202 | $63,299-50.7% | $91,001-65.7% | $62,292-49.9% |
| Participation rate | 87.7% | 73.3%+14.4pp | 75.6%+12.1pp | 69.5%+18.2pp |
| Annual return | 16.85% | 20.99%-4.1pp | 4.60%+12.2pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,804 | $1,807-0.1% | $2,456-26.5% | $2,042-11.6% |
| Participant deferral / active EE | $3,806 | $2,943+29.4% | $3,547+7.3% | $3,169+20.1% |
| Admin fee / account holder | $80 | $468-82.9% | $5,417-98.5% | $479-83.4% |