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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC5+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $40,000 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $25,207 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,213 | $74,347-59.4% | $93,606-67.7% | $67,579-55.3% |
| Participation rate | 92.0% | 80.6%+11.4pp | 75.8%+16.2pp | 71.3%+20.8pp |
| Annual return | 20.60% | 28.07%-7.5pp | 32.76%-12.2pp | 378.56%-358.0pp |
| Employer contribution / active EE | $548 | $2,583-78.8% | $2,718-79.8% | $2,148-74.5% |
| Participant deferral / active EE | $3,197 | $4,060-21.2% | $4,069-21.4% | $3,539-9.7% |
| Admin fee / account holder | $173 | $123+41.0% | $7,888-97.8% | $142+21.6% |