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, LLC2+ years Service code 16 · EIN 20-8874282 | Consulting | $35,000 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,806 |
SMITH LEONARD PLLC2+ years Service code 10 · EIN 20-5907591 | Accounting | $6,535 |
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 | $93,575 | $57,103+63.9% | $87,507+6.9% | $57,658+62.3% |
| Participation rate | 86.9% | 64.3%+22.6pp | 73.8%+13.1pp | 70.2%+16.7pp |
| Annual return | 7.67% | 12.71%-5.0pp | 12.21%-4.5pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,391 | $1,107+25.6% | $2,550-45.5% | $1,974-29.5% |
| Participant deferral / active EE | $2,412 | $2,250+7.2% | $3,149-23.4% | $3,061-21.2% |
| Admin fee / account holder | $164 | $281-41.5% | $4,221-96.1% | $95+73.9% |