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 6-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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $8,905 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,431 | $54,229-60.5% | $70,092-69.4% | $68,494-68.7% |
| Participation rate | 91.4% | 64.5%+26.9pp | 70.5%+20.9pp | 67.9%+23.5pp |
| Annual return | -6.25% | -13.87%+7.6pp | 190.73%-197.0pp | -7.84%+1.6pp |
| Employer contribution / active EE | $1,541 | $2,018-23.7% | $2,559-39.8% | $2,596-40.7% |
| Participant deferral / active EE | $3,164 | $2,956+7.1% | $3,849-17.8% | $4,027-21.4% |
| Admin fee / account holder | $60 | $4,694-98.7% | $6,267-99.0% | $5,403-98.9% |