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) | $17,211 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,082 |
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 | $198,032 | $52,380+278.1% | $98,755+100.5% | $85,850+130.7% |
| Participation rate | 72.1% | 58.0%+14.1pp | 65.7%+6.4pp | 69.3%+2.8pp |
| Annual return | 14.31% | 25.82%-11.5pp | 49.91%-35.6pp | 318.53%-304.2pp |
| Employer contribution / active EE | $983 | $1,337-26.5% | $2,067-52.4% | $2,565-61.7% |
| Participant deferral / active EE | $3,395 | $2,101+61.6% | $3,035+11.8% | $3,952-14.1% |
| Admin fee / account holder | $126 | $3,865-96.7% | $4,076-96.9% | $6,260-98.0% |