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 LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $45,000 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $37,174 |
GROSSBERG COMPANY, LLP5 years Filed as: GROSSBERG COMPANY LLP Service code 10 6500 ROCK SPRING DRIVE · BETHESDA, MD 20817 | Accounting | $36,040 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $503,578 | $95,274+428.6% | $135,903+270.5% | $74,419+576.7% |
| Participation rate | 96.6% | 78.2%+18.4pp | 81.9%+14.7pp | 70.7%+25.9pp |
| Annual return | 18.73% | 32.77%-14.0pp | 68.23%-49.5pp | 34.38%-15.7pp |
| Employer contribution / active EE | $19,682 | $3,874+408.0% | $4,856+305.3% | $2,637+646.3% |
| Participant deferral / active EE | $13,387 | $7,782+72.0% | $7,758+72.6% | $4,528+195.6% |
| Admin fee / account holder | $604 | $266+126.8% | $10,762-94.4% | $348+73.5% |