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, LLC6+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 PO BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $24,145 |
FIRST NATIONAL BANK OF OMAHA6+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $18,929 |
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 | $30,695 | $58,879-47.9% | $178,490-82.8% | $73,488-58.2% |
| Participation rate | 58.3% | 66.2%-7.9pp | 81.9%-23.6pp | 70.7%-12.4pp |
| Annual return | 17.62% | 24.86%-7.2pp | 151.07%-133.5pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,144 | $2,236-48.9% | $5,011-77.2% | $2,270-49.6% |
| Participant deferral / active EE | $3,122 | $2,567+21.6% | $5,202-40.0% | $3,740-16.5% |
| Admin fee / account holder | $183 | $400-54.2% | $13,984-98.7% | $513-64.3% |