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: ADVISED ASSETS GROUP, LLC Service code 15 · EIN 84-1532243 | Recordkeeping | $112,024 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $11,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,662 | $90,410-9.7% | $91,001-10.3% | $77,958+4.8% |
| Participation rate | 79.0% | 86.4%-7.4pp | 75.6%+3.4pp | 71.6%+7.3pp |
| Annual return | 16.27% | 21.34%-5.1pp | 4.60%+11.7pp | 20.87%-4.6pp |
| Employer contribution / active EE | $529 | $3,392-84.4% | $2,456-78.5% | $2,310-77.1% |
| Participant deferral / active EE | $2,773 | $4,816-42.4% | $3,547-21.8% | $3,537-21.6% |
| Admin fee / account holder | $111 | $79+41.2% | $5,417-97.9% | $97+14.5% |