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, LLC7+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 PO BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $18,362 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $12,281 |
FIRST NATIONAL BANK OF OMAHA7+ years Service code 50 · EIN 47-0259043 | Direct Payment | $9,260 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $6,036 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,381 | $56,485-39.1% | $185,823-81.5% | $86,799-60.4% |
| Participation rate | 46.9% | 65.5%-18.6pp | 81.7%-34.8pp | 72.3%-25.4pp |
| Annual return | 14.89% | 118.04%-103.1pp | 122.05%-107.2pp | 97.91%-83.0pp |
| Employer contribution / active EE | $964 | $1,843-47.7% | $5,167-81.3% | $2,405-59.9% |
| Participant deferral / active EE | $2,714 | $2,553+6.3% | $5,568-51.3% | $4,131-34.3% |
| Admin fee / account holder | $188 | $150+25.7% | $16,237-98.8% | $170+10.9% |