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 13 · EIN 42-0127290 | Contract Administrator | $56,303 |
Filed as: LOCKTON INVESTMENT ADVI Service code 27 · EIN 20-8874282 | Advisory (Plan) | $33,750 |
Annual investment return 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 | $96,501 | $82,202+17.4% | $125,339-23.0% | $64,808+48.9% |
| Participation rate | 90.8% | 77.9%+12.9pp | 82.4%+8.4pp | 71.5%+19.3pp |
| Annual return | -18.19% | 3.48%-21.7pp | 572.05%-590.2pp | 32.82%-51.0pp |
| Employer contribution / active EE | $4,132 | $3,615+14.3% | $4,814-14.2% | $2,506+64.9% |
| Participant deferral / active EE | $7,716 | $7,175+7.5% | $7,446+3.6% | $4,310+79.0% |
| Admin fee / account holder | $173 | $163+6.1% | $10,010-98.3% | $188-7.8% |