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 3-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 37 · EIN 35-0145825 | Loan Processing | $228,998 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADV LLC Service code 16 · EIN 20-8874282 | Consulting | $0 |
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 | $41,883 | $45,000-6.9% | $143,757-70.9% | $77,904-46.2% |
| Participation rate | 93.7% | 66.8%+26.8pp | 80.3%+13.3pp | 73.7%+20.0pp |
| Annual return | -12.45% | 29.03%-41.5pp | -0.04%-12.4pp | 12.21%-24.7pp |
| Employer contribution / active EE | $1,155 | $1,870-38.2% | $4,951-76.7% | $2,848-59.4% |
| Participant deferral / active EE | $2,919 | $3,157-7.5% | $5,637-48.2% | $4,806-39.3% |
| Admin fee / account holder | $1 | $98-98.7% | $14,673-100.0% | $133-99.0% |