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) | $23,442 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,126 | $45,602+49.4% | $117,472-42.0% | $66,914+1.8% |
| Participation rate | 60.0% | 57.6%+2.4pp | 70.6%-10.6pp | 69.8%-9.8pp |
| Annual return | -17.64% | -16.74%-0.9pp | 29.74%-47.4pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,582 | $1,579+0.2% | $4,176-62.1% | $2,544-37.8% |
| Participant deferral / active EE | $3,196 | $2,845+12.3% | $4,070-21.5% | $4,237-24.6% |
| Admin fee / account holder | $268 | $661-59.5% | $5,645-95.3% | $593-54.9% |