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 Service code 15 · EIN 20-8874282 | Recordkeeping | $36,402 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,627 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $44,851 | $89,355-49.8% | $141,162-68.2% | $72,985-38.5% |
| Participation rate | 81.3% | 75.1%+6.2pp | 82.5%-1.1pp | 69.5%+11.8pp |
| Annual return | 23.12% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,945 | $3,114-5.4% | $4,735-37.8% | $2,440+20.7% |
| Participant deferral / active EE | $9,382 | $5,418+73.2% | $6,709+39.8% | $3,607+160.1% |
| Admin fee / account holder | $357 | $5,958-94.0% | $10,261-96.5% | $5,124-93.0% |