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 INVESTMENT ADVISORS Service code 99 · EIN 20-8874282 | Other Fees | $32,002 |
Filed as: LOCKTON COMPANIES LLC Service code 99 · EIN 20-3354970 | Other Fees | $7,416 |
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 | $73,309 | $66,813+9.7% | $100,516-27.1% | $73,488-0.2% |
| Participation rate | 93.4% | 77.5%+15.9pp | 79.4%+14.0pp | 70.7%+22.7pp |
| Annual return | 20.22% | 25.70%-5.5pp | 30.89%-10.7pp | 28.51%-8.3pp |
| Employer contribution / active EE | $1,486 | $2,147-30.8% | $3,418-56.5% | $2,270-34.5% |
| Participant deferral / active EE | $7,308 | $5,883+24.2% | $6,270+16.6% | $3,740+95.4% |
| Admin fee / account holder | $100 | $512-80.4% | $8,081-98.8% | $513-80.5% |