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 10-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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC5+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 PO BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $23,602 |
FIRST NATIONAL BANK OF OMAHA5+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $17,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,743 | $52,953-51.4% | $172,739-85.1% | $65,185-60.5% |
| Participation rate | 65.6% | 66.2%-0.6pp | 82.6%-17.1pp | 70.2%-4.6pp |
| Annual return | 22.04% | 30.12%-8.1pp | 802.84%-780.8pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,122 | $2,190-48.7% | $5,143-78.2% | $2,177-48.4% |
| Participant deferral / active EE | $2,907 | $2,471+17.6% | $5,198-44.1% | $3,514-17.3% |
| Admin fee / account holder | $175 | $472-62.9% | $13,954-98.7% | $847-79.3% |