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; Finders' fees / placem... | $103,294 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Service code 16 · EIN 20-8874282 | Consulting | $46,188 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $22,750 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,759 | $108,592-74.4% | $129,110-78.5% | $77,904-64.4% |
| Participation rate | 65.5% | 84.8%-19.3pp | 77.3%-11.8pp | 73.7%-8.2pp |
| Annual return | -17.87% | -13.72%-4.2pp | -10.94%-6.9pp | 12.21%-30.1pp |
| Employer contribution / active EE | $2,642 | $5,713-53.8% | $5,052-47.7% | $2,848-7.2% |
| Participant deferral / active EE | $3,963 | $7,051-43.8% | $6,542-39.4% | $4,806-17.5% |
| Admin fee / account holder | $147 | $91+60.8% | $14,302-99.0% | $133+10.8% |