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 9-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 37 · EIN 04-2647786 | Loan Processing | $328,546 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $75,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,734 | $136,266-79.6% | $90,749-69.4% | $77,904-64.4% |
| Participation rate | 93.7% | 86.6%+7.1pp | 75.7%+18.0pp | 73.7%+20.0pp |
| Annual return | -16.76% | -11.32%-5.4pp | -12.16%-4.6pp | 12.21%-29.0pp |
| Employer contribution / active EE | $1,459 | $4,215-65.4% | $2,921-50.1% | $2,848-48.8% |
| Participant deferral / active EE | $3,382 | $6,353-46.8% | $4,564-25.9% | $4,806-29.6% |
| Admin fee / account holder | $104 | $399-73.9% | $8,445-98.8% | $133-21.5% |