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) | $19,831 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,558 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,752 | $53,901+31.3% | $134,143-47.3% | $73,488-3.7% |
| Participation rate | 70.6% | 62.8%+7.7pp | 72.2%-1.6pp | 70.7%-0.1pp |
| Annual return | 15.49% | 15.82%-0.3pp | 36.33%-20.8pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,532 | $1,458+5.0% | $3,704-58.6% | $2,270-32.5% |
| Participant deferral / active EE | $2,970 | $2,739+8.4% | $3,499-15.1% | $3,740-20.6% |
| Admin fee / account holder | $210 | $581-63.9% | $6,684-96.9% | $513-59.1% |