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, LLC1+ years Service code 27 444 W 47TH STREET, SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $79,769 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
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 | $56,484 | $72,770-22.4% | $67,652-16.5% | $55,191+2.3% |
| Participation rate | 63.3% | 78.8%-15.5pp | 75.7%-12.4pp | 69.2%-5.8pp |
| Annual return | 0.43% | -3.26%+3.7pp | 6625.04%-6624.6pp | 10.78%-10.3pp |
| Employer contribution / active EE | $379 | $1,769-78.6% | $2,266-83.3% | $1,899-80.1% |
| Participant deferral / active EE | $2,308 | $3,408-32.3% | $3,560-35.2% | $3,046-24.2% |
| Admin fee / account holder | $356 | $79+351.9% | $4,821-92.6% | $91+292.4% |