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) | $7,056 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,697 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,992 | $51,197-61.0% | $82,719-75.8% | $66,914-70.1% |
| Participation rate | 95.0% | 67.8%+27.1pp | 72.6%+22.4pp | 69.8%+25.2pp |
| Annual return | -13.58% | -9.64%-3.9pp | 701.18%-714.8pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,606 | $2,611-38.5% | $3,009-46.6% | $2,544-36.9% |
| Participant deferral / active EE | $1,828 | $3,458-47.1% | $4,395-58.4% | $4,237-56.8% |
| Admin fee / account holder | $86 | $416-79.4% | $5,329-98.4% | $593-85.6% |