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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $181,674 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Service code 16 · EIN 20-8874282 | Consulting | $67,209 |
Filed as: ACM LLP Service code 10 · EIN 01-0724563 | Accounting | $18,543 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,859 | $113,995-73.8% | $127,761-76.6% | $77,787-61.6% |
| Participation rate | 98.5% | 85.7%+12.8pp | 79.0%+19.5pp | 73.2%+25.2pp |
| Annual return | 27.05% | 26.09%+1.0pp | 26.14%+0.9pp | 32.57%-5.5pp |
| Employer contribution / active EE | $4,574 | $6,012-23.9% | $4,5740% | $2,504+82.6% |
| Participant deferral / active EE | $6,623 | $7,267-8.9% | $6,021+10.0% | $3,967+66.9% |
| Admin fee / account holder | $180 | $108+66.8% | $9,395-98.1% | $100+79.6% |