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 | $530,244 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $124,455 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,500 |
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 | $30,543 | $77,559-60.6% | $68,793-55.6% | $75,289-59.4% |
| Participation rate | 99.8% | 78.3%+21.5pp | 72.2%+27.6pp | 72.4%+27.4pp |
| Annual return | 0.35% | -1.01%+1.4pp | -4.63%+5.0pp | -0.04%+0.4pp |
| Employer contribution / active EE | $1,531 | $1,993-23.2% | $2,625-41.7% | $2,405-36.4% |
| Participant deferral / active EE | $2,163 | $3,128-30.8% | $3,311-34.7% | $3,739-42.1% |
| Admin fee / account holder | $36 | $90-60.4% | $5,131-99.3% | $102-65.0% |