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 | $30,230 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $20,162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,074 | $23,224+33.8% | $71,086-56.3% | $55,725-44.2% |
| Participation rate | 28.0% | 37.9%-9.8pp | 54.7%-26.6pp | 70.9%-42.8pp |
| Annual return | -5.63% | -2.87%-2.8pp | 650.59%-656.2pp | 244.93%-250.6pp |
| Employer contribution / active EE | $206 | $436-52.9% | $1,088-81.1% | $2,078-90.1% |
| Participant deferral / active EE | $994 | $929+7.0% | $1,874-47.0% | $3,356-70.4% |
| Admin fee / account holder | $193 | $118+63.7% | $3,082-93.7% | $115+67.6% |