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 |
|---|---|---|
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $19,192 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,441 |
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 | $53,778 | $44,221+21.6% | $121,196-55.6% | $56,287-4.5% |
| Participation rate | 70.7% | 61.1%+9.7pp | 71.7%-1.0pp | 69.9%+0.9pp |
| Annual return | -7.34% | -3.58%-3.8pp | 16.93%-24.3pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,377 | $1,480-7.0% | $4,022-65.8% | $2,111-34.8% |
| Participant deferral / active EE | $2,492 | $2,521-1.2% | $3,344-25.5% | $3,350-25.6% |
| Admin fee / account holder | $195 | $480-59.5% | $5,019-96.1% | $521-62.6% |