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 ADV LLC Service code 26 · EIN 20-8874282 | Advisory (Participants) | $18,822 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,308 | $58,879-34.9% | $178,490-78.5% | $73,488-47.9% |
| Participation rate | 76.7% | 66.2%+10.5pp | 81.9%-5.2pp | 70.7%+6.1pp |
| Annual return | 15.39% | 24.86%-9.5pp | 151.07%-135.7pp | 28.51%-13.1pp |
| Employer contribution / active EE | $2,168 | $2,236-3.1% | $5,011-56.7% | $2,270-4.5% |
| Participant deferral / active EE | $2,191 | $2,567-14.7% | $5,202-57.9% | $3,740-41.4% |
| Admin fee / account holder | $180 | $400-55.1% | $13,984-98.7% | $513-64.9% |