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, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $25,961 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,630 |
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 | $50,366 | $80,753-37.6% | $136,294-63.0% | $62,292-19.1% |
| Participation rate | 95.3% | 73.5%+21.8pp | 81.9%+13.4pp | 69.5%+25.8pp |
| Annual return | 18.72% | 35.83%-17.1pp | 5155.94%-5137.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $3,764 | $2,884+30.5% | $4,695-19.8% | $2,042+84.3% |
| Participant deferral / active EE | $7,188 | $5,164+39.2% | $6,247+15.1% | $3,169+126.8% |
| Admin fee / account holder | $214 | $525-59.3% | $9,243-97.7% | $479-55.4% |