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 | $72,890 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $24,250 |
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 | $7,358 | $63,321-88.4% | $68,791-89.3% | $77,904-90.6% |
| Participation rate | 79.1% | 71.1%+8.0pp | 69.0%+10.1pp | 73.7%+5.4pp |
| Annual return | -0.91% | -6.50%+5.6pp | -6.38%+5.5pp | 12.21%-13.1pp |
| Employer contribution / active EE | $412 | $2,794-85.3% | $2,655-84.5% | $2,848-85.5% |
| Participant deferral / active EE | $1,739 | $4,029-56.8% | $3,941-55.9% | $4,806-63.8% |
| Admin fee / account holder | $77 | $104-25.8% | $4,932-98.4% | $133-41.6% |