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 8-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) | $37,565 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,775 |
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 | $55,873 | $62,928-11.2% | $172,739-67.7% | $67,579-17.3% |
| Participation rate | 81.3% | 64.5%+16.8pp | 82.6%-1.4pp | 71.3%+10.0pp |
| Annual return | 48.48% | 30.36%+18.1pp | 802.84%-754.4pp | 378.56%-330.1pp |
| Employer contribution / active EE | $730 | $1,636-55.4% | $5,143-85.8% | $2,148-66.0% |
| Participant deferral / active EE | $4,610 | $2,145+114.9% | $5,198-11.3% | $3,539+30.2% |
| Admin fee / account holder | $105 | $167-36.7% | $13,954-99.2% | $142-25.9% |