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 37 · EIN 04-2647786 | Loan Processing | $130,416 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $63,043 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,522 | $100,801+6.7% | $149,696-28.2% | $73,409+46.5% |
| Participation rate | 97.8% | 77.7%+20.1pp | 82.5%+15.3pp | 72.2%+25.6pp |
| Annual return | 17.82% | 265.34%-247.5pp | 276.60%-258.8pp | 59.29%-41.5pp |
| Employer contribution / active EE | $3,767 | $3,312+13.8% | $4,644-18.9% | $2,234+68.7% |
| Participant deferral / active EE | $7,958 | $6,404+24.3% | $6,842+16.3% | $3,805+109.1% |
| Admin fee / account holder | $246 | $181+36.1% | $9,309-97.4% | $158+55.8% |