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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $54,934 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,061 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,928 | $221,442-89.2% | $92,233-74.1% | $77,958-69.3% |
| Participation rate | 87.5% | 79.6%+7.9pp | 76.5%+11.0pp | 71.6%+15.8pp |
| Annual return | 21.35% | 15.65%+5.7pp | 176.28%-154.9pp | 20.87%+0.5pp |
| Employer contribution / active EE | $758 | $3,226-76.5% | $3,679-79.4% | $2,310-67.2% |
| Participant deferral / active EE | $2,569 | $2,779-7.6% | $3,897-34.1% | $3,537-27.3% |
| Admin fee / account holder | $47 | $210-77.8% | $5,194-99.1% | $97-52.2% |