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; Finders' fees ... | $27,491 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON FINANCIAL ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $8,000 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $122,076 | $79,519+53.5% | $95,952+27.2% | $73,409+66.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 11.77% | 19.20%-7.4pp | 91.61%-79.8pp | 59.29%-47.5pp |
| Employer contribution / active EE | $877 | $2,048-57.2% | $2,541-65.5% | $2,234-60.7% |
| Participant deferral / active EE | $6,779 | $4,138+63.8% | $4,167+62.7% | $3,805+78.1% |
| Admin fee / account holder | $103 | $184-44.2% | $6,795-98.5% | $158-34.8% |