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 | $99,438 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $54,427 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $6,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,188 | $71,142-35.1% | $119,609-61.4% | $64,808-28.7% |
| Participation rate | 81.0% | 78.6%+2.4pp | 79.3%+1.7pp | 71.5%+9.5pp |
| Annual return | -14.55% | -10.01%-4.5pp | -14.97%+0.4pp | 32.82%-47.4pp |
| Employer contribution / active EE | $426 | $2,497-83.0% | $4,232-89.9% | $2,506-83.0% |
| Participant deferral / active EE | $3,374 | $4,490-24.8% | $5,602-39.8% | $4,310-21.7% |
| Admin fee / account holder | $152 | $162-6.4% | $10,323-98.5% | $188-19.2% |