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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $13,637 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,640 |
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 | $80,637 | $75,183+7.3% | $123,892-34.9% | $55,167+46.2% |
| Participation rate | 86.1% | 72.8%+13.3pp | 81.4%+4.7pp | 69.0%+17.1pp |
| Annual return | 7.61% | 19.01%-11.4pp | 47.52%-39.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $3,083 | $2,823+9.2% | $4,617-33.2% | $1,963+57.1% |
| Participant deferral / active EE | $10,671 | $5,084+109.9% | $5,984+78.3% | $3,054+249.4% |
| Admin fee / account holder | $43 | $663-93.5% | $8,357-99.5% | $504-91.5% |