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 | Direct payment from the plan; Account... | $166,412 |
SB & COMPANY, LLC4 years Filed as: SB & CO LLC Service code 10 · EIN 20-2153727 | Accounting | $12,650 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 · EIN 20-8874282 | Consulting | $9,400 |
NATIONAL FINANCIAL SERVICES7 years Service code 16 · EIN 20-8874282 | Consulting | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,354 | $45,000+18.6% | $143,757-62.9% | $77,904-31.5% |
| Participation rate | 96.3% | 66.8%+29.5pp | 80.3%+16.0pp | 73.7%+22.6pp |
| Annual return | -12.90% | 29.03%-41.9pp | -0.04%-12.9pp | 12.21%-25.1pp |
| Employer contribution / active EE | $2,221 | $1,870+18.8% | $4,951-55.1% | $2,848-22.0% |
| Participant deferral / active EE | $4,828 | $3,157+52.9% | $5,637-14.4% | $4,806+0.5% |
| Admin fee / account holder | $65 | $98-33.5% | $14,673-99.6% | $133-50.6% |