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 |
|---|---|---|
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $48,594 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,616 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,106 | $89,652-15.1% | $141,162-46.1% | $65,185+16.8% |
| Participation rate | 98.8% | 74.7%+24.1pp | 82.5%+16.4pp | 70.2%+28.6pp |
| Annual return | 33.00% | 32.79%+0.2pp | 71.39%-38.4pp | 29.38%+3.6pp |
| Employer contribution / active EE | $2,199 | $3,065-28.2% | $4,735-53.6% | $2,177+1.0% |
| Participant deferral / active EE | $4,924 | $5,691-13.5% | $6,709-26.6% | $3,514+40.1% |
| Admin fee / account holder | $450 | $569-20.9% | $10,261-95.6% | $847-46.9% |