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 55 · EIN 20-3247391 | Other Commissions | $15,796 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,064 |
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 | $51,354 | $77,813-34.0% | $123,544-58.4% | $64,186-20.0% |
| Participation rate | 77.5% | 74.7%+2.8pp | 82.3%-4.8pp | 69.6%+7.9pp |
| Annual return | -5.47% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,809 | $3,014-40.0% | $4,628-60.9% | $2,381-24.0% |
| Participant deferral / active EE | $9,204 | $5,240+75.7% | $6,426+43.2% | $3,470+165.3% |
| Admin fee / account holder | $16 | $5,519-99.7% | $9,284-99.8% | $4,888-99.7% |