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 | Shareholder servicing fees; Finders' ... | $107,473 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Service code 16 · EIN 20-8874282 | Consulting | $80,000 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $20,370 |
NATIONAL FINANCIAL SERVICES6+ 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 | $96,962 | $79,519+21.9% | $95,952+1.1% | $73,409+32.1% |
| Participation rate | 94.6% | 81.2%+13.4pp | 77.1%+17.5pp | 72.2%+22.4pp |
| Annual return | 13.75% | 19.20%-5.4pp | 91.61%-77.9pp | 59.29%-45.5pp |
| Employer contribution / active EE | $1,780 | $2,048-13.1% | $2,541-29.9% | $2,234-20.3% |
| Participant deferral / active EE | $5,555 | $4,138+34.2% | $4,167+33.3% | $3,805+46.0% |
| Admin fee / account holder | $218 | $184+18.5% | $6,795-96.8% | $158+38.3% |