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 |
|---|---|---|
LGT FINANCIAL ADVISORS LLC1+ years Filed as: LGT Service code 10 · EIN 75-1044330 | Accounting | $9,000 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON Service code 10 · EIN 20-8874282 | Accounting | $7,490 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,524 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,964 | $38,925-43.6% | $73,843-70.3% | $55,191-60.2% |
| Participation rate | 47.5% | 66.0%-18.6pp | 73.4%-26.0pp | 69.2%-21.7pp |
| Annual return | -1.46% | 6.31%-7.8pp | 2267.84%-2269.3pp | 10.78%-12.2pp |
| Employer contribution / active EE | $751 | $1,695-55.7% | $2,787-73.1% | $1,899-60.4% |
| Participant deferral / active EE | $1,969 | $2,351-16.2% | $3,583-45.0% | $3,046-35.4% |
| Admin fee / account holder | $89 | $83+7.6% | $4,880-98.2% | $91-1.8% |