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, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $16,354 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,283 |
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 | $46,007 | $37,134+23.9% | $100,671-54.3% | $52,331-12.1% |
| Participation rate | 79.5% | 57.7%+21.9pp | 70.7%+8.8pp | 68.1%+11.4pp |
| Annual return | -0.84% | 0.10%-0.9pp | 20.43%-21.3pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,259 | $1,187+6.0% | $4,012-68.6% | $1,882-33.1% |
| Participant deferral / active EE | $2,510 | $2,163+16.0% | $3,144-20.2% | $3,022-17.0% |
| Admin fee / account holder | $159 | $467-66.0% | $4,850-96.7% | $592-73.2% |