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 | $21,629 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $17,747 |
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 | $39,934 | $88,122-54.7% | $141,162-71.7% | $67,579-40.9% |
| Participation rate | 89.6% | 76.5%+13.2pp | 82.5%+7.2pp | 71.3%+18.4pp |
| Annual return | 27.43% | 75.40%-48.0pp | 71.39%-44.0pp | 378.56%-351.1pp |
| Employer contribution / active EE | $3,730 | $3,224+15.7% | $4,735-21.2% | $2,148+73.7% |
| Participant deferral / active EE | $8,061 | $5,958+35.3% | $6,709+20.1% | $3,539+127.8% |
| Admin fee / account holder | $119 | $131-9.3% | $10,261-98.8% | $142-16.6% |