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 | Direct payment from the plan; Recordk... | $25,418 |
LOCKTON INVESTMENT ADVISORS, LLC7+ years Filed as: LOCKTON FINANCIAL ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $8,000 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,587 | $185,342-30.6% | $111,297+15.5% | $86,799+48.1% |
| Participation rate | 94.9% | 81.0%+13.9pp | 77.3%+17.5pp | 72.3%+22.6pp |
| Annual return | 12.70% | 500.80%-488.1pp | 54.65%-42.0pp | 97.91%-85.2pp |
| Employer contribution / active EE | $3,683 | $2,246+64.0% | $2,731+34.9% | $2,405+53.1% |
| Participant deferral / active EE | $7,454 | $4,458+67.2% | $4,487+66.1% | $4,131+80.4% |
| Admin fee / account holder | $93 | $255-63.8% | $7,964-98.8% | $170-45.4% |