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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $45,000 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $36,530 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,074 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,341 | $104,317+33.6% | $159,436-12.6% | $86,799+60.5% |
| Participation rate | 93.3% | 77.7%+15.6pp | 82.8%+10.5pp | 72.3%+21.0pp |
| Annual return | 28.16% | 26.32%+1.8pp | 263.57%-235.4pp | 97.91%-69.7pp |
| Employer contribution / active EE | $3,440 | $3,451-0.3% | $4,829-28.8% | $2,405+43.0% |
| Participant deferral / active EE | $8,026 | $6,837+17.4% | $7,352+9.2% | $4,131+94.3% |
| Admin fee / account holder | $241 | $172+40.2% | $10,799-97.8% | $170+42.4% |