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 | Recordkeeping fees; Finders' fees / p... | $110,819 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Service code 16 · EIN 20-8874282 | Consulting | $98,560 |
NATIONAL FINANCIAL SERVICES4+ 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 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 | $70,655 | $65,118+8.5% | $76,768-8.0% | $55,725+26.8% |
| Participation rate | 92.0% | 79.6%+12.4pp | 77.0%+15.0pp | 70.9%+21.1pp |
| Annual return | -4.22% | -1.27%-3.0pp | 2.43%-6.7pp | 244.93%-249.2pp |
| Employer contribution / active EE | $2,010 | $1,941+3.5% | $2,485-19.1% | $2,078-3.3% |
| Participant deferral / active EE | $5,751 | $3,688+55.9% | $3,852+49.3% | $3,356+71.4% |
| Admin fee / account holder | $211 | $116+82.4% | $6,675-96.8% | $115+83.4% |