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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $30,996 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $18,524 |
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.)
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 | $116,492 | $58,726+98.4% | $92,233+26.3% | $62,292+87.0% |
| Participation rate | 60.7% | 68.3%-7.7pp | 76.5%-15.8pp | 69.5%-8.8pp |
| Annual return | 14.94% | 43.62%-28.7pp | 176.28%-161.3pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,849 | $2,392-22.7% | $3,679-49.8% | $2,042-9.5% |
| Participant deferral / active EE | $5,139 | $2,766+85.8% | $3,897+31.9% | $3,169+62.1% |
| Admin fee / account holder | $413 | $556-25.8% | $5,194-92.1% | $479-13.9% |