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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT Service code 27 444 W 47TH STREET STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $14,701 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $12,894 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,264 | $105,181-49.4% | $159,436-66.6% | $85,850-38.0% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.8%+11.6pp | 69.3%+25.1pp |
| Annual return | 16.94% | 45.07%-28.1pp | 263.57%-246.6pp | 318.53%-301.6pp |
| Employer contribution / active EE | $2,513 | $3,318-24.3% | $4,829-48.0% | $2,565-2.0% |
| Participant deferral / active EE | $3,657 | $5,945-38.5% | $7,352-50.3% | $3,952-7.5% |
| Admin fee / account holder | $256 | $6,933-96.3% | $10,799-97.6% | $6,260-95.9% |