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 13 · EIN 42-0127290 | Contract Administrator | $62,159 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $23,137 |
KIRBY FOODS, INC.1 year Filed as: KIRBY FOODS INC Service code 13 · EIN 37-0756504 | Contract Administrator | $13,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,058 | $35,485-9.7% | $74,550-57.0% | $55,725-42.5% |
| Participation rate | 59.2% | 62.5%-3.3pp | 69.1%-10.0pp | 70.9%-11.7pp |
| Annual return | -1.64% | 0.72%-2.4pp | 32.53%-34.2pp | 244.93%-246.6pp |
| Employer contribution / active EE | $196 | $777-74.8% | $1,961-90.0% | $2,078-90.6% |
| Participant deferral / active EE | $998 | $2,181-54.2% | $3,108-67.9% | $3,356-70.2% |
| Admin fee / account holder | $418 | $114+265.4% | $5,060-91.7% | $115+262.7% |