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 Service code 15 · EIN 20-8874282 | Recordkeeping | $10,383 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,900 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,663 | $80,753-43.5% | $136,294-66.5% | $62,292-26.7% |
| Participation rate | 57.6% | 73.5%-16.0pp | 81.9%-24.3pp | 69.5%-11.9pp |
| Annual return | 18.54% | 35.83%-17.3pp | 5155.94%-5137.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,766 | $2,884-38.8% | $4,695-62.4% | $2,042-13.5% |
| Participant deferral / active EE | $3,365 | $5,164-34.8% | $6,247-46.1% | $3,169+6.2% |
| Admin fee / account holder | $90 | $525-82.9% | $9,243-99.0% | $479-81.3% |