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; Participant... | $111,397 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Service code 16 · EIN 20-8874282 | Consulting | $80,000 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $86,207 | $73,404+17.4% | $87,100-1.0% | $67,579+27.6% |
| Participation rate | 93.8% | 80.9%+12.9pp | 76.9%+16.9pp | 71.3%+22.5pp |
| Annual return | 21.94% | 48.29%-26.4pp | 28.19%-6.3pp | 378.56%-356.6pp |
| Employer contribution / active EE | $2,076 | $2,014+3.1% | $2,521-17.7% | $2,148-3.3% |
| Participant deferral / active EE | $5,985 | $3,913+53.0% | $4,049+47.8% | $3,539+69.1% |
| Admin fee / account holder | $197 | $142+38.9% | $7,497-97.4% | $142+38.2% |