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, LLC4+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 28 · EIN 20-8874282 | Investment Management | $51,192 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,523 |
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 | $143,661 | $64,457+122.9% | $111,392+29.0% | $55,725+157.8% |
| Participation rate | 98.9% | 79.7%+19.3pp | 78.9%+20.1pp | 70.9%+28.1pp |
| Annual return | -2.81% | -19.97%+17.2pp | -2.06%-0.7pp | 244.93%-247.7pp |
| Employer contribution / active EE | $6,599 | $3,956+66.8% | $4,328+52.5% | $2,078+217.6% |
| Participant deferral / active EE | $10,971 | $5,219+110.2% | $5,567+97.1% | $3,356+227.0% |
| Admin fee / account holder | $195 | $112+74.5% | $12,266-98.4% | $115+69.7% |