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 | Direct payment from the plan; Recordk... | $81,767 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $47,364 |
LOCKTON INVESTMENT ADVISORS, LLC9+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $12,921 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,061 | $99,078+5.0% | $96,544+7.8% | $74,419+39.8% |
| Participation rate | 95.4% | 80.7%+14.7pp | 76.0%+19.4pp | 70.7%+24.7pp |
| Annual return | 14.78% | 22.48%-7.7pp | 25.84%-11.1pp | 34.38%-19.6pp |
| Employer contribution / active EE | $1,990 | $2,570-22.6% | $2,965-32.9% | $2,637-24.5% |
| Participant deferral / active EE | $7,913 | $4,933+60.4% | $4,851+63.1% | $4,528+74.8% |
| Admin fee / account holder | $179 | $225-20.2% | $8,252-97.8% | $348-48.4% |