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 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $478,905 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $152,000 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $134,694 | $124,049+8.6% | $95,952+40.4% | $93,223+44.5% |
| Participation rate | 95.2% | 88.4%+6.8pp | 77.1%+18.2pp | 74.9%+20.3pp |
| Annual return | 15.18% | 22.17%-7.0pp | 91.61%-76.4pp | 19.29%-4.1pp |
| Employer contribution / active EE | $1,165 | $3,478-66.5% | $2,541-54.2% | $2,680-56.5% |
| Participant deferral / active EE | $7,588 | $6,147+23.5% | $4,167+82.1% | $4,563+66.3% |
| Admin fee / account holder | $124 | $73+70.1% | $6,795-98.2% | $79+56.2% |