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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $82,997 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,894 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,891 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737762 | Securities brokerage | $1,982 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,688 | $168,231-93.1% | $67,834-82.8% | $63,975-81.7% |
| Participation rate | 90.9% | 66.8%+24.1pp | 68.8%+22.1pp | 71.1%+19.7pp |
| Annual return | 10.02% | 11.76%-1.7pp | 138.47%-128.5pp | 48.65%-38.6pp |
| Employer contribution / active EE | $562 | $1,907-70.5% | $2,403-76.6% | $2,182-74.2% |
| Participant deferral / active EE | $1,961 | $2,827-30.6% | $3,160-37.9% | $3,356-41.6% |
| Admin fee / account holder | $10 | $81-87.6% | $4,622-99.8% | $70-85.9% |