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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $50,894 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,313 |
ARONSON LLC3 years Service code 10 · EIN 37-1611326 | Accounting | $17,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,257 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,988 | $82,202-40.4% | $125,339-60.9% | $64,808-24.4% |
| Participation rate | 83.9% | 77.9%+6.0pp | 82.4%+1.5pp | 71.5%+12.4pp |
| Annual return | -17.57% | 3.48%-21.0pp | 572.05%-589.6pp | 32.82%-50.4pp |
| Employer contribution / active EE | $3,787 | $3,615+4.7% | $4,814-21.3% | $2,506+51.1% |
| Participant deferral / active EE | $8,712 | $7,175+21.4% | $7,446+17.0% | $4,310+102.1% |
| Admin fee / account holder | $302 | $163+85.2% | $10,010-97.0% | $188+61.0% |