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 16 · EIN 20-3247391 | Consulting | $45,000 |
Filed as: TRANSAMERICA RETIREMENT CORPORATION Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $26,549 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 12 | Distribution (12b-1) fees; Participan... | $0 |
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 | $93,429 | $71,802+30.1% | $133,980-30.3% | $57,658+62.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 9.47% | 13.51%-4.0pp | 29.30%-19.8pp | 5.13%+4.3pp |
| Employer contribution / active EE | $3,249 | $3,161+2.8% | $5,211-37.6% | $1,974+64.6% |
| Participant deferral / active EE | $9,406 | $4,606+104.2% | $6,282+49.7% | $3,061+207.3% |
| Admin fee / account holder | $61 | $88-30.0% | $9,324-99.3% | $95-35.1% |