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 37 · EIN 04-2647786 | Loan Processing | $18,429 |
Filed as: LOCKTON INVESTMENT ADVISORS, LLC. Service code 27 · EIN 20-8874282 | Advisory (Plan) | $8,750 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,745 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,175 | $70,106-64.1% | $80,975-68.9% | $63,975-60.6% |
| Participation rate | 86.4% | 79.4%+7.0pp | 75.8%+10.6pp | 71.1%+15.2pp |
| Annual return | 13.12% | 13.93%-0.8pp | 17.10%-4.0pp | 48.65%-35.5pp |
| Employer contribution / active EE | $8 | $2,042-99.6% | $3,714-99.8% | $2,182-99.7% |
| Participant deferral / active EE | $6,834 | $5,245+30.3% | $5,696+20.0% | $3,356+103.6% |
| Admin fee / account holder | $29 | $57-48.8% | $5,516-99.5% | $70-58.5% |