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, LLC8+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $49,976 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,419 |
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 | $83,969 | $30,086+179.1% | $61,373+36.8% | $64,808+29.6% |
| Participation rate | 66.4% | 36.4%+30.1pp | 52.6%+13.9pp | 71.5%-5.0pp |
| Annual return | -15.19% | -13.99%-1.2pp | 338.61%-353.8pp | 32.82%-48.0pp |
| Employer contribution / active EE | $4,122 | $536+668.6% | $1,159+255.5% | $2,506+64.5% |
| Participant deferral / active EE | $9,806 | $1,126+771.1% | $2,125+361.5% | $4,310+127.5% |
| Admin fee / account holder | $105 | $148-29.3% | $2,130-95.1% | $188-44.2% |