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 49 · EIN 04-1590850 | Other Services | $253,091 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $96,731 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
LEGG MASON4 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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 | $170,935 | $111,608+53.2% | $177,821-3.9% | $73,409+132.9% |
| Participation rate | 85.4% | 87.9%-2.5pp | 87.7%-2.3pp | 72.2%+13.2pp |
| Annual return | 16.10% | 18.23%-2.1pp | 48.32%-32.2pp | 59.29%-43.2pp |
| Employer contribution / active EE | $3,811 | $3,796+0.4% | $5,918-35.6% | $2,234+70.6% |
| Participant deferral / active EE | $9,567 | $6,199+54.3% | $7,714+24.0% | $3,805+151.4% |
| Admin fee / account holder | $298 | $166+80.1% | $12,427-97.6% | $158+88.9% |