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 | $20,317 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,235 |
ADP BROKER-DEALER4+ 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 | $29,786 | $58,083-48.7% | $80,019-62.8% | $56,287-47.1% |
| Participation rate | 95.1% | 73.6%+21.5pp | 75.8%+19.3pp | 69.9%+25.2pp |
| Annual return | -3.16% | 34.61%-37.8pp | 11.22%-14.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $2,093 | $1,932+8.3% | $2,468-15.2% | $2,111-0.9% |
| Participant deferral / active EE | $4,843 | $3,135+54.5% | $3,686+31.4% | $3,350+44.6% |
| Admin fee / account holder | $89 | $623-85.7% | $6,521-98.6% | $521-82.9% |