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 37 · EIN 04-2647786 | Loan Processing | $34,210 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $14,202 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,592 | $39,948-46.0% | $89,391-75.8% | $73,409-70.6% |
| Participation rate | 71.4% | 50.4%+20.9pp | 68.0%+3.4pp | 72.2%-0.8pp |
| Annual return | 23.41% | 50.12%-26.7pp | 245.62%-222.2pp | 59.29%-35.9pp |
| Employer contribution / active EE | $1,626 | $1,200+35.5% | $2,586-37.1% | $2,234-27.2% |
| Participant deferral / active EE | $2,873 | $2,193+31.0% | $3,890-26.2% | $3,805-24.5% |
| Admin fee / account holder | $117 | $134-13.0% | $4,881-97.6% | $158-26.0% |