See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $287,751 |
Filed as: LOCKTON INV ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $37,917 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,778 | $77,197-48.5% | $86,874-54.2% | $93,030-57.2% |
| Participation rate | 96.6% | 78.2%+18.4pp | 71.6%+25.0pp | 73.9%+22.7pp |
| Annual return | 14.18% | 16.31%-2.1pp | 63.52%-49.3pp | 158.70%-144.5pp |
| Employer contribution / active EE | $1,208 | $2,514-51.9% | $2,495-51.6% | $2,706-55.3% |
| Participant deferral / active EE | $3,120 | $3,831-18.5% | $3,699-15.7% | $4,562-31.6% |
| Admin fee / account holder | $108 | $105+2.7% | $5,828-98.2% | $152-28.9% |