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 | Account maintenance fees; Direct paym... | $28,655 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Filed as: LOCKTON FINANCIAL ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $8,000 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,702 | $72,254+40.8% | $86,677+17.3% | $64,808+56.9% |
| Participation rate | 97.7% | 80.4%+17.2pp | 76.6%+21.1pp | 71.5%+26.2pp |
| Annual return | -14.64% | 392.42%-407.1pp | 35.91%-50.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $2,467 | $2,393+3.1% | $2,836-13.0% | $2,506-1.5% |
| Participant deferral / active EE | $7,042 | $4,658+51.2% | $4,656+51.3% | $4,310+63.4% |
| Admin fee / account holder | $101 | $174-42.1% | $7,493-98.7% | $188-46.4% |