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 8-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 | $81,996 |
LOCKE LORD LLP1+ years Filed as: LOCKE LORD Service code 16 · EIN 74-1164324 | Consulting | $72,602 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $48,483 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,484 |
ARMANINO LLP1+ years Service code 16 · EIN 94-6214841 | Consulting | $9,450 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,024 | $37,884-47.1% | $79,464-74.8% | $75,289-73.4% |
| Participation rate | 95.3% | 65.0%+30.3pp | 73.3%+22.0pp | 72.4%+22.9pp |
| Annual return | -9.05% | 1.06%-10.1pp | 718.14%-727.2pp | -0.04%-9.0pp |
| Employer contribution / active EE | $696 | $1,680-58.6% | $2,800-75.1% | $2,405-71.0% |
| Participant deferral / active EE | $2,418 | $2,569-5.9% | $3,704-34.7% | $3,739-35.3% |
| Admin fee / account holder | $123 | $77+60.8% | $5,113-97.6% | $102+20.3% |