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, LLC7+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $30,996 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $26,236 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,974 | $77,660+58.3% | $109,143+12.7% | $79,386+54.9% |
| Participation rate | 76.9% | 67.8%+9.1pp | 75.9%+1.0pp | 70.7%+6.2pp |
| Annual return | 10.63% | 23.44%-12.8pp | 25.75%-15.1pp | 116.85%-106.2pp |
| Employer contribution / active EE | $2,850 | $2,797+1.9% | $3,722-23.4% | $2,427+17.4% |
| Participant deferral / active EE | $8,314 | $3,518+136.4% | $4,653+78.7% | $4,046+105.5% |
| Admin fee / account holder | $465 | $732-36.5% | $6,752-93.1% | $626-25.7% |