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 Filed as: LOCKTON INVESTMENT ADVISORS Service code 26 · EIN 20-8874282 | Advisory (Participants) | $34,200 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,569 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,292 |
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 | $135,031 | $65,263+106.9% | $90,223+49.7% | $55,191+144.7% |
| Participation rate | 98.3% | 79.0%+19.3pp | 79.0%+19.3pp | 69.2%+29.2pp |
| Annual return | 0.85% | 2.81%-2.0pp | 1.31%-0.5pp | 10.78%-9.9pp |
| Employer contribution / active EE | $8,037 | $4,153+93.5% | $4,378+83.6% | $1,899+323.3% |
| Participant deferral / active EE | $12,784 | $5,564+129.8% | $5,792+120.7% | $3,046+319.7% |
| Admin fee / account holder | $135 | $116+16.4% | $7,406-98.2% | $91+48.9% |