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, LLC5+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $67,374 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,416 |
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 | $92,445 | $88,122+4.9% | $141,162-34.5% | $67,579+36.8% |
| Participation rate | 89.6% | 76.5%+13.2pp | 82.5%+7.2pp | 71.3%+18.4pp |
| Annual return | 28.63% | 75.40%-46.8pp | 71.39%-42.8pp | 378.56%-349.9pp |
| Employer contribution / active EE | $1,932 | $3,224-40.1% | $4,735-59.2% | $2,148-10.0% |
| Participant deferral / active EE | $6,228 | $5,958+4.5% | $6,709-7.2% | $3,539+76.0% |
| Admin fee / account holder | $63 | $131-52.2% | $10,261-99.4% | $142-56.0% |