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) | $18,325 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $16,098 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,791 | $82,664-51.9% | $125,339-68.3% | $68,494-41.9% |
| Participation rate | 94.1% | 75.0%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -18.07% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,085 | $3,381-38.3% | $4,814-56.7% | $2,596-19.7% |
| Participant deferral / active EE | $2,955 | $6,110-51.6% | $7,446-60.3% | $4,027-26.6% |
| Admin fee / account holder | $275 | $6,275-95.6% | $10,010-97.2% | $5,403-94.9% |