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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $136,672 |
Filed as: LOCKTON COMPANIES Service code 27 · EIN 20-3354970 | Advisory (Plan) | $33,750 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,504 | $105,190-15.9% | $98,907-10.5% | $90,288-2.0% |
| Participation rate | 85.0% | 86.4%-1.3pp | 76.0%+9.0pp | 73.4%+11.7pp |
| Annual return | 17.34% | 18.52%-1.2pp | 196.43%-179.1pp | 53.97%-36.6pp |
| Employer contribution / active EE | $1,125 | $3,831-70.6% | $2,689-58.2% | $2,524-55.4% |
| Participant deferral / active EE | $3,275 | $5,616-41.7% | $4,244-22.8% | $4,232-22.6% |
| Admin fee / account holder | $151 | $97+54.9% | $6,642-97.7% | $114+32.2% |