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 | Shareholder servicing fees; Sales loa... | $88,569 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64121 | Consulting | $26,820 |
Filed as: MID ATLANTIC CAPITAL CORP Service code 33 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,143 | $81,474+22.9% | $133,956-25.2% | $73,488+36.3% |
| Participation rate | 55.9% | 76.4%-20.4pp | 79.8%-23.9pp | 70.7%-14.7pp |
| Annual return | 8.77% | 19.40%-10.6pp | 45.09%-36.3pp | 28.51%-19.7pp |
| Employer contribution / active EE | $915 | $2,209-58.6% | $3,919-76.7% | $2,270-59.7% |
| Participant deferral / active EE | $1,767 | $3,786-53.3% | $5,048-65.0% | $3,740-52.8% |
| Admin fee / account holder | $18 | $713-97.5% | $8,927-99.8% | $513-96.6% |