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 | $23,226 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 49 PO BOX 734602 · CHICAGO, IA 60673 | Other Services | $5,012 |
Filed as: LOCKTON COMPANIES Service code 99 · EIN 20-3354970 | Other Fees | $3,904 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,500 | $104,475-65.1% | $159,436-77.1% | $79,386-54.0% |
| Participation rate | 98.7% | 76.6%+22.1pp | 82.8%+15.9pp | 70.7%+28.0pp |
| Annual return | 24.02% | 67.95%-43.9pp | 263.57%-239.5pp | 116.85%-92.8pp |
| Employer contribution / active EE | $2,403 | $3,417-29.7% | $4,829-50.2% | $2,427-1.0% |
| Participant deferral / active EE | $6,675 | $6,467+3.2% | $7,352-9.2% | $4,046+65.0% |
| Admin fee / account holder | $67 | $711-90.6% | $10,799-99.4% | $626-89.3% |