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 4-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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $22,999 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $17,365 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 43-1270780 | Advisory (Plan) | $16,230 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,554 | $59,107+34.6% | $86,436-8.0% | $68,494+16.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.89% | -0.23%-12.7pp | 4394.89%-4407.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $6,783 | $2,519+169.3% | $3,769+80.0% | $2,596+161.3% |
| Participant deferral / active EE | $21,639 | $5,901+266.7% | $6,952+211.3% | $4,027+437.3% |
| Admin fee / account holder | $327 | $5,637-94.2% | $6,731-95.1% | $5,403-94.0% |