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) | $19,242 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,784 |
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 | $61,914 | $46,722+32.5% | $130,648-52.6% | $65,185-5.0% |
| Participation rate | 76.7% | 60.9%+15.8pp | 71.7%+5.0pp | 70.2%+6.5pp |
| Annual return | 23.62% | 24.17%-0.5pp | 1708.96%-1685.3pp | 29.38%-5.8pp |
| Employer contribution / active EE | $1,507 | $1,488+1.3% | $4,092-63.2% | $2,177-30.8% |
| Participant deferral / active EE | $2,902 | $2,545+14.0% | $3,603-19.5% | $3,514-17.4% |
| Admin fee / account holder | $196 | $453-56.7% | $5,464-96.4% | $847-76.9% |