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, LLC4+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $40,612 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,232 |
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 | $44,076 | $75,388-41.5% | $123,544-64.3% | $55,725-20.9% |
| Participation rate | 96.4% | 75.7%+20.8pp | 82.3%+14.2pp | 70.9%+25.6pp |
| Annual return | -6.14% | 4.48%-10.6pp | 119.20%-125.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $2,294 | $3,063-25.1% | $4,628-50.4% | $2,078+10.4% |
| Participant deferral / active EE | $5,838 | $5,651+3.3% | $6,426-9.1% | $3,356+74.0% |
| Admin fee / account holder | $25 | $120-79.2% | $9,284-99.7% | $115-78.4% |