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 5-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 37 · EIN 04-2647786 | Loan Processing | $114,546 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $45,021 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,440 | $94,833-55.2% | $75,696-43.9% | $86,799-51.1% |
| Participation rate | 89.8% | 79.1%+10.7pp | 74.8%+14.9pp | 72.3%+17.5pp |
| Annual return | 18.23% | 16.91%+1.3pp | 104.53%-86.3pp | 97.91%-79.7pp |
| Employer contribution / active EE | $1,952 | $2,904-32.8% | $2,743-28.8% | $2,405-18.9% |
| Participant deferral / active EE | $6,680 | $3,632+83.9% | $3,821+74.8% | $4,131+61.7% |
| Admin fee / account holder | $213 | $109+96.1% | $3,619-94.1% | $170+25.6% |