Filed September 5, 2026
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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $8,471 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,100 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,478 | $63,745-49.0% | $98,442-67.0% | $79,386-59.1% |
| Participation rate | 92.0% | 69.9%+22.1pp | 73.3%+18.7pp | 70.7%+21.3pp |
| Annual return | 9.57% | 625.80%-616.2pp | 1492.73%-1483.2pp | 116.85%-107.3pp |
| Employer contribution / active EE | $1,595 | $2,557-37.6% | $2,960-46.1% | $2,427-34.3% |
| Participant deferral / active EE | $1,979 | $3,303-40.1% | $4,276-53.7% | $4,046-51.1% |
| Admin fee / account holder | $132 | $516-74.4% | $5,949-97.8% | $626-78.9% |