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 27 PO BOX 219153 · KANSAS CITY, KS 64121 | Advisory (Plan) | $41,962 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $26,136 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,066 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $14,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,575 | $84,487+13.1% | $125,339-23.7% | $66,914+42.8% |
| Participation rate | 87.4% | 76.4%+11.0pp | 82.4%+5.0pp | 69.8%+17.6pp |
| Annual return | -15.18% | -8.39%-6.8pp | 572.05%-587.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $3,813 | $3,553+7.3% | $4,814-20.8% | $2,544+49.9% |
| Participant deferral / active EE | $9,379 | $6,781+38.3% | $7,446+26.0% | $4,237+121.4% |
| Admin fee / account holder | $297 | $685-56.7% | $10,010-97.0% | $593-50.0% |