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 Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $31,409 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $902 |
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 | $46,618 | $75,183-38.0% | $123,892-62.4% | $55,167-15.5% |
| Participation rate | 96.6% | 72.8%+23.8pp | 81.4%+15.2pp | 69.0%+27.6pp |
| Annual return | 7.61% | 19.01%-11.4pp | 47.52%-39.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $4,046 | $2,823+43.3% | $4,617-12.4% | $1,963+106.1% |
| Participant deferral / active EE | $7,018 | $5,084+38.0% | $5,984+17.3% | $3,054+129.8% |
| Admin fee / account holder | $179 | $663-73.1% | $8,357-97.9% | $504-64.6% |