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) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,285 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,273 | $99,957-12.7% | $149,696-41.7% | $73,488+18.8% |
| Participation rate | 98.9% | 75.7%+23.2pp | 82.5%+16.4pp | 70.7%+28.2pp |
| Annual return | 17.02% | 53.87%-36.9pp | 276.60%-259.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,467 | $3,191-22.7% | $4,644-46.9% | $2,270+8.7% |
| Participant deferral / active EE | $5,738 | $6,073-5.5% | $6,842-16.1% | $3,740+53.4% |
| Admin fee / account holder | $387 | $551-29.7% | $9,309-95.8% | $513-24.6% |