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 | Sales loads (front end and deferred);... | $192,449 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 · EIN 20-8874282 | Consulting | $94,474 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $47,827 | $71,957-33.5% | $67,652-29.3% | $59,188-19.2% |
| Participation rate | 79.7% | 82.7%-2.9pp | 75.7%+4.1pp | 69.4%+10.3pp |
| Annual return | -0.08% | 8.53%-8.6pp | 6625.04%-6625.1pp | 5.51%-5.6pp |
| Employer contribution / active EE | $2,487 | $2,432+2.3% | $2,266+9.8% | $2,098+18.5% |
| Participant deferral / active EE | $4,773 | $4,211+13.4% | $3,560+34.1% | $3,265+46.2% |
| Admin fee / account holder | $248 | $64+286.1% | $4,821-94.9% | $92+168.7% |