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) | $19,897 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $17,530 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,666 | $101,317-55.9% | $146,958-69.6% | $74,495-40.0% |
| Participation rate | 74.2% | 75.5%-1.3pp | 82.2%-7.9pp | 67.2%+7.0pp |
| Annual return | 16.94% | 8730.91%-8714.0pp | 418.34%-401.4pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,648 | $3,810-56.7% | $4,933-66.6% | $2,623-37.2% |
| Participant deferral / active EE | $2,310 | $7,303-68.4% | $8,070-71.4% | $4,346-46.9% |
| Admin fee / account holder | $275 | $1,739-84.2% | $12,998-97.9% | $1,942-85.8% |