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 · EIN 20-8874282 | Advisory (Plan) | $12,678 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $884 |
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 | $160,180 | $38,075+320.7% | $93,406+71.5% | $73,488+118.0% |
| Participation rate | 71.7% | 56.7%+15.0pp | 66.8%+4.9pp | 70.7%+1.0pp |
| Annual return | 33.18% | 17.59%+15.6pp | 78.05%-44.9pp | 28.51%+4.7pp |
| Employer contribution / active EE | $642 | $1,117-42.6% | $2,075-69.1% | $2,270-71.7% |
| Participant deferral / active EE | $2,928 | $2,012+45.5% | $3,126-6.3% | $3,740-21.7% |
| Admin fee / account holder | $9 | $351-97.4% | $5,230-99.8% | $513-98.2% |