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 | $146,718 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $60,762 |
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 | $38,070 | $104,317-63.5% | $159,436-76.1% | $86,799-56.1% |
| Participation rate | 75.3% | 77.7%-2.4pp | 82.8%-7.5pp | 72.3%+3.0pp |
| Annual return | 33.59% | 26.32%+7.3pp | 263.57%-230.0pp | 97.91%-64.3pp |
| Employer contribution / active EE | $1,864 | $3,451-46.0% | $4,829-61.4% | $2,405-22.5% |
| Participant deferral / active EE | $4,299 | $6,837-37.1% | $7,352-41.5% | $4,131+4.1% |
| Admin fee / account holder | $172 | $1720% | $10,799-98.4% | $170+1.6% |