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 | Claims processing; Direct payment fro... | $241,978 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 · EIN 20-8874282 | Consulting | $95,618 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $65,416 | $69,305-5.6% | $82,313-20.5% | $69,631-6.1% |
| Participation rate | 88.8% | 80.3%+8.6pp | 76.9%+11.9pp | 70.7%+18.2pp |
| Annual return | 18.26% | 21.47%-3.2pp | 25.88%-7.6pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $2,864 | $1,887+51.8% | $2,428+18.0% | $2,032+40.9% |
| Participant deferral / active EE | $5,579 | $3,568+56.3% | $3,706+50.5% | $3,224+73.1% |
| Admin fee / account holder | $298 | $97+206.6% | $5,608-94.7% | $110+169.8% |