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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,513 |
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 | $65,559 | $87,125-24.8% | $108,410-39.5% | $86,799-24.5% |
| Participation rate | 80.1% | 80.5%-0.4pp | 80.1%0pp | 72.3%+7.9pp |
| Annual return | 17.10% | 25.21%-8.1pp | 905.27%-888.2pp | 97.91%-80.8pp |
| Employer contribution / active EE | $1,294 | $2,477-47.8% | $3,558-63.6% | $2,405-46.2% |
| Participant deferral / active EE | $8,447 | $6,944+21.6% | $6,563+28.7% | $4,131+104.5% |
| Admin fee / account holder | $86 | $130-33.7% | $7,295-98.8% | $170-49.1% |