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, LLC7+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $49,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,393 | $36,939+128.5% | $80,716+4.6% | $93,030-9.3% |
| Participation rate | 22.7% | 32.6%-9.9pp | 54.2%-31.5pp | 73.9%-51.2pp |
| Annual return | 14.34% | 17.55%-3.2pp | 87.28%-72.9pp | 158.70%-144.4pp |
| Employer contribution / active EE | $737 | $455+61.9% | $1,160-36.5% | $2,706-72.8% |
| Participant deferral / active EE | $1,694 | $1,044+62.2% | $2,146-21.1% | $4,562-62.9% |
| Admin fee / account holder | $92 | $162-43.2% | $3,380-97.3% | $152-39.5% |