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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $113,577 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $24,611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,005 | $98,780-78.7% | $60,874-65.5% | $77,904-73.0% |
| Participation rate | 60.0% | 76.7%-16.7pp | 73.1%-13.1pp | 73.7%-13.7pp |
| Annual return | -11.45% | -11.56%+0.1pp | 16.90%-28.3pp | 12.21%-23.7pp |
| Employer contribution / active EE | $1,058 | $3,605-70.6% | $2,701-60.8% | $2,848-62.8% |
| Participant deferral / active EE | $1,946 | $4,200-53.7% | $3,817-49.0% | $4,806-59.5% |
| Admin fee / account holder | $144 | $89+62.3% | $3,224-95.5% | $133+8.5% |