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 | Account maintenance fees; Direct paym... | $92,589 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $53,345 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,966 | $72,254+28.7% | $86,677+7.3% | $64,808+43.4% |
| Participation rate | 95.9% | 80.4%+15.5pp | 76.6%+19.3pp | 71.5%+24.4pp |
| Annual return | -15.57% | 392.42%-408.0pp | 35.91%-51.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,769 | $2,393-26.1% | $2,836-37.6% | $2,506-29.4% |
| Participant deferral / active EE | $7,190 | $4,658+54.4% | $4,656+54.4% | $4,310+66.8% |
| Admin fee / account holder | $180 | $174+3.6% | $7,493-97.6% | $188-4.1% |