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 INVESTMENT ADVISORS Service code 99 · EIN 20-8874282 | Other Fees | $13,570 |
Filed as: LOCKTON COMPANIES LLC Service code 99 · EIN 20-3354970 | Other Fees | $3,399 |
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 | $33,044 | $99,957-66.9% | $149,696-77.9% | $73,488-55.0% |
| Participation rate | 97.1% | 75.7%+21.4pp | 82.5%+14.6pp | 70.7%+26.4pp |
| Annual return | 23.71% | 53.87%-30.2pp | 276.60%-252.9pp | 28.51%-4.8pp |
| Employer contribution / active EE | $2,244 | $3,191-29.7% | $4,644-51.7% | $2,270-1.1% |
| Participant deferral / active EE | $6,288 | $6,073+3.5% | $6,842-8.1% | $3,740+68.1% |
| Admin fee / account holder | $63 | $551-88.5% | $9,309-99.3% | $513-87.7% |