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, LLC6+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $30,998 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $25,248 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,516 | $69,362+118.4% | $101,248+49.6% | $73,488+106.2% |
| Participation rate | 72.6% | 68.4%+4.3pp | 75.8%-3.2pp | 70.7%+2.0pp |
| Annual return | 12.90% | 18.46%-5.6pp | 46.47%-33.6pp | 28.51%-15.6pp |
| Employer contribution / active EE | $2,648 | $2,628+0.7% | $3,660-27.6% | $2,270+16.6% |
| Participant deferral / active EE | $7,788 | $3,300+136.0% | $4,370+78.2% | $3,740+108.3% |
| Admin fee / account holder | $481 | $704-31.7% | $5,945-91.9% | $513-6.3% |