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, LLC6+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $40,000 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $21,671 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,095 | $85,135-56.4% | $98,907-62.5% | $73,409-49.5% |
| Participation rate | 92.5% | 81.1%+11.3pp | 76.0%+16.4pp | 72.2%+20.3pp |
| Annual return | 14.34% | 19.14%-4.8pp | 196.43%-182.1pp | 59.29%-45.0pp |
| Employer contribution / active EE | $698 | $2,721-74.4% | $2,689-74.0% | $2,234-68.8% |
| Participant deferral / active EE | $3,403 | $4,349-21.8% | $4,244-19.8% | $3,805-10.6% |
| Admin fee / account holder | $172 | $139+23.7% | $6,642-97.4% | $158+9.1% |