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, LLC1+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $21,816 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,601 |
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 | $31,524 | $72,770-56.7% | $67,652-53.4% | $55,191-42.9% |
| Participation rate | 97.3% | 78.8%+18.5pp | 75.7%+21.6pp | 69.2%+28.1pp |
| Annual return | -0.37% | -3.26%+2.9pp | 6625.04%-6625.4pp | 10.78%-11.1pp |
| Employer contribution / active EE | $822 | $1,769-53.5% | $2,266-63.7% | $1,899-56.7% |
| Participant deferral / active EE | $2,225 | $3,408-34.7% | $3,560-37.5% | $3,046-27.0% |
| Admin fee / account holder | $27 | $79-65.9% | $4,821-99.4% | $91-70.4% |