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 | Float revenue; Finders' fees / placem... | $112,098 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Service code 16 · EIN 20-8874282 | Consulting | $80,000 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $17,325 |
LANE POWELL2 years Service code 29 · EIN 20-2071651 | Legal | $7,480 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,149 | $72,254+1.2% | $86,677-15.6% | $64,808+12.9% |
| Participation rate | 94.9% | 80.4%+14.5pp | 76.6%+18.3pp | 71.5%+23.4pp |
| Annual return | -15.62% | 392.42%-408.0pp | 35.91%-51.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,012 | $2,393-15.9% | $2,836-29.1% | $2,506-19.7% |
| Participant deferral / active EE | $5,620 | $4,658+20.7% | $4,656+20.7% | $4,310+30.4% |
| Admin fee / account holder | $196 | $174+12.5% | $7,493-97.4% | $188+4.1% |