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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $132,301 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 22 · EIN 20-3354970 | Insurance Broker | $30,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,158 | $52,670+10.4% | $90,404-35.7% | $73,409-20.8% |
| Participation rate | 96.5% | 67.7%+28.8pp | 72.7%+23.8pp | 72.2%+24.3pp |
| Annual return | 13.87% | 20.70%-6.8pp | 1293.02%-1279.1pp | 59.29%-45.4pp |
| Employer contribution / active EE | $1,253 | $1,872-33.1% | $3,262-61.6% | $2,234-43.9% |
| Participant deferral / active EE | $4,064 | $2,807+44.8% | $3,963+2.6% | $3,805+6.8% |
| Admin fee / account holder | $142 | $117+21.4% | $5,611-97.5% | $158-10.2% |