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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,105 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $14,437 |
Employer contribution per participant 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 | $40,083 | $71,192-43.7% | $117,854-66.0% | $62,292-35.7% |
| Participation rate | 74.0% | 74.2%-0.2pp | 79.7%-5.7pp | 69.5%+4.5pp |
| Annual return | 17.96% | 18.66%-0.7pp | 335.08%-317.1pp | 28.90%-10.9pp |
| Employer contribution / active EE | $382 | $1,934-80.3% | $3,786-89.9% | $2,042-81.3% |
| Participant deferral / active EE | $3,555 | $3,189+11.5% | $4,482-20.7% | $3,169+12.2% |
| Admin fee / account holder | $235 | $587-59.9% | $8,020-97.1% | $479-50.9% |