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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,374 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $13,527 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 PO BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $12,242 |
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 | $31,195 | $46,292-32.6% | $143,757-78.3% | $64,808-51.9% |
| Participation rate | 51.7% | 64.2%-12.5pp | 80.3%-28.6pp | 71.5%-19.8pp |
| Annual return | -16.39% | -10.05%-6.3pp | -0.04%-16.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $963 | $1,910-49.6% | $4,951-80.6% | $2,506-61.6% |
| Participant deferral / active EE | $2,891 | $2,646+9.3% | $5,637-48.7% | $4,310-32.9% |
| Admin fee / account holder | $223 | $154+44.9% | $14,673-98.5% | $188+18.6% |