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 fees; Finders' fees / p... | $98,111 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64121 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,960 | $66,302+35.7% | $110,238-18.4% | $56,287+59.8% |
| Participation rate | 60.8% | 74.9%-14.1pp | 79.8%-19.0pp | 69.9%-9.1pp |
| Annual return | 10.05% | -1.18%+11.2pp | 314.74%-304.7pp | -9.96%+20.0pp |
| Employer contribution / active EE | $855 | $2,047-58.2% | $3,826-77.7% | $2,111-59.5% |
| Participant deferral / active EE | $1,678 | $3,381-50.4% | $4,672-64.1% | $3,350-49.9% |
| Admin fee / account holder | $405 | $698-42.0% | $8,547-95.3% | $521-22.2% |