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 | Direct payment from the plan; Claims ... | $103,104 |
LOCKTON INVESTMENT ADVISORS, LLC9+ years Service code 16 · EIN 20-8874282 | Consulting | $51,591 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $33,750 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $35,469 | $102,197-65.3% | $142,449-75.1% | $74,419-52.3% |
| Participation rate | 95.8% | 79.8%+16.0pp | 76.8%+19.0pp | 70.7%+25.1pp |
| Annual return | 20.45% | 19.73%+0.7pp | 19.99%+0.5pp | 34.38%-13.9pp |
| Employer contribution / active EE | $4,378 | $5,052-13.3% | $4,847-9.7% | $2,637+66.0% |
| Participant deferral / active EE | $6,593 | $6,304+4.6% | $6,283+4.9% | $4,528+45.6% |
| Admin fee / account holder | $152 | $186-18.0% | $10,011-98.5% | $348-56.2% |