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, LLC6+ years Service code 49 · EIN 20-8874282 | Other Services | $40,000 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,153 |
FAULKNER AND THOMPSON, P.A.3 years Service code 10 · EIN 56-1913029 | Accounting | $9,035 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,204 | $176,491-80.6% | $95,952-64.4% | $90,288-62.1% |
| Participation rate | 97.0% | 86.6%+10.5pp | 77.1%+20.0pp | 73.4%+23.7pp |
| Annual return | 19.55% | 20.14%-0.6pp | 91.61%-72.1pp | 53.97%-34.4pp |
| Employer contribution / active EE | $1,131 | $2,789-59.4% | $2,541-55.5% | $2,524-55.2% |
| Participant deferral / active EE | $3,027 | $5,340-43.3% | $4,167-27.4% | $4,232-28.5% |
| Admin fee / account holder | $25 | $154-83.5% | $6,795-99.6% | $114-77.8% |