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, LLC7+ years Service code 27 444 W 47TH STREET · KANSAS CITY, MO 64112 | Advisory (Plan) | $39,936 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $22,985 |
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 | $43,989 | $93,131-52.8% | $106,548-58.7% | $86,799-49.3% |
| Participation rate | 94.3% | 81.4%+12.9pp | 76.1%+18.2pp | 72.3%+22.0pp |
| Annual return | 14.04% | 19.45%-5.4pp | 26.80%-12.8pp | 97.91%-83.9pp |
| Employer contribution / active EE | $1,168 | $2,895-59.7% | $2,819-58.6% | $2,405-51.4% |
| Participant deferral / active EE | $4,086 | $4,708-13.2% | $4,398-7.1% | $4,131-1.1% |
| Admin fee / account holder | $177 | $145+21.8% | $7,407-97.6% | $170+4.2% |