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 06-1050034 | Contract Administrator | $6,555 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 33 · EIN 20-3247391 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,634 | $50,498+33.9% | $75,781-10.8% | $55,191+22.5% |
| Participation rate | 34.5% | 69.4%-35.0pp | 75.8%-41.4pp | 69.2%-34.7pp |
| Annual return | 2.14% | 1.80%+0.3pp | 9.68%-7.5pp | 10.78%-8.6pp |
| Employer contribution / active EE | $566 | $2,291-75.3% | $3,323-83.0% | $1,899-70.2% |
| Participant deferral / active EE | $1,978 | $2,589-23.6% | $3,651-45.8% | $3,046-35.1% |
| Admin fee / account holder | $30 | $123-75.6% | $5,299-99.4% | $91-66.9% |