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, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $20,562 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,556 |
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 | $99,298 | $80,753+23.0% | $136,294-27.1% | $62,292+59.4% |
| Participation rate | 88.0% | 73.5%+14.5pp | 81.9%+6.1pp | 69.5%+18.5pp |
| Annual return | 17.54% | 35.83%-18.3pp | 5155.94%-5138.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $2,969 | $2,884+2.9% | $4,695-36.8% | $2,042+45.4% |
| Participant deferral / active EE | $13,136 | $5,164+154.4% | $6,247+110.3% | $3,169+314.5% |
| Admin fee / account holder | $33 | $525-93.7% | $9,243-99.6% | $479-93.1% |