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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $157,027 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 · EIN 20-8874282 | Consulting | $15,767 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $56,595 | $44,989+25.8% | $170,442-66.8% | $77,958-27.4% |
| Participation rate | 97.1% | 64.6%+32.5pp | 83.6%+13.5pp | 71.6%+25.4pp |
| Annual return | 14.81% | 19.61%-4.8pp | 205.93%-191.1pp | 20.87%-6.1pp |
| Employer contribution / active EE | $1,857 | $1,466+26.6% | $5,433-65.8% | $2,310-19.6% |
| Participant deferral / active EE | $3,769 | $2,208+70.8% | $4,939-23.7% | $3,537+6.6% |
| Admin fee / account holder | $68 | $69-0.7% | $13,880-99.5% | $97-29.7% |