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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,123 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $8,499 |
Participant 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 | $13,025 | $53,925-75.8% | $75,670-82.8% | $69,631-81.3% |
| Participation rate | 88.7% | 71.2%+17.5pp | 72.3%+16.4pp | 70.7%+18.0pp |
| Annual return | 16.59% | 17.84%-1.2pp | 27.34%-10.8pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $466 | $1,802-74.1% | $2,352-80.2% | $2,032-77.0% |
| Participant deferral / active EE | $803 | $2,569-68.7% | $3,142-74.4% | $3,224-75.1% |
| Admin fee / account holder | -$1 | $97-100.9% | $5,800-100.0% | $110-100.8% |