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 | Float revenue; Investment management;... | $125,248 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Service code 16 · EIN 20-8874282 | Consulting | $61,711 |
ANTON COLLINS MITCHELL LLP2 years Filed as: ACM LLP Service code 10 · EIN 01-0724563 | Accounting | $25,000 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,735 | $94,621-64.3% | $138,135-75.6% | $73,409-54.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.7%+21.3pp | 72.2%+27.8pp |
| Annual return | 7.95% | 16.57%-8.6pp | 20.51%-12.6pp | 59.29%-51.3pp |
| Employer contribution / active EE | $3,646 | $4,410-17.3% | $5,587-34.7% | $2,234+63.3% |
| Participant deferral / active EE | $8,810 | $6,199+42.1% | $6,431+37.0% | $3,805+131.5% |
| Admin fee / account holder | $232 | $140+65.4% | $11,856-98.0% | $158+46.9% |