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 | $35,855 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $35,278 |
ARONSON LLC1 year Service code 10 · EIN 37-1611326 | Accounting | $12,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,563 | $100,801-49.8% | $149,696-66.2% | $73,409-31.1% |
| Participation rate | 85.5% | 77.7%+7.8pp | 82.5%+3.0pp | 72.2%+13.3pp |
| Annual return | 18.75% | 265.34%-246.6pp | 276.60%-257.9pp | 59.29%-40.5pp |
| Employer contribution / active EE | $2,101 | $3,312-36.5% | $4,644-54.8% | $2,234-5.9% |
| Participant deferral / active EE | $7,878 | $6,404+23.0% | $6,842+15.1% | $3,805+107.0% |
| Admin fee / account holder | $240 | $181+33.0% | $9,309-97.4% | $158+52.3% |