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 | $81,835 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $22,969 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,338 | $79,124-51.5% | $60,874-37.0% | $64,808-40.8% |
| Participation rate | 88.0% | 77.7%+10.3pp | 73.1%+14.9pp | 71.5%+16.5pp |
| Annual return | -16.04% | -7.13%-8.9pp | 16.90%-32.9pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,094 | $3,050-31.3% | $2,701-22.5% | $2,506-16.4% |
| Participant deferral / active EE | $7,494 | $3,725+101.2% | $3,817+96.3% | $4,310+73.9% |
| Admin fee / account holder | $142 | $106+33.9% | $3,224-95.6% | $188-24.6% |