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 · EIN 71-0294708 | Recordkeeping Fees | $48,989 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 PO BOX 219153 · KANSAS CITY, MO 64121 | Other Commissions | $23,934 |
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 | $54,262 | $56,629-4.2% | $77,999-30.4% | $55,167-1.6% |
| Participation rate | 91.9% | 73.3%+18.6pp | 75.5%+16.4pp | 69.0%+22.9pp |
| Annual return | 11.05% | 2866.98%-2855.9pp | 425.96%-414.9pp | 169.23%-158.2pp |
| Employer contribution / active EE | $2,412 | $1,723+40.0% | $2,470-2.4% | $1,963+22.9% |
| Participant deferral / active EE | $4,705 | $2,777+69.4% | $3,497+34.6% | $3,054+54.1% |
| Admin fee / account holder | $241 | $467-48.3% | $5,480-95.6% | $504-52.1% |