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 | $1,559 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,452 | $64,612-11.1% | $86,436-33.5% | $64,808-11.4% |
| Participation rate | 73.4% | 81.5%-8.1pp | 80.3%-7.0pp | 71.5%+1.9pp |
| Annual return | -16.73% | 0.66%-17.4pp | 4394.89%-4411.6pp | 32.82%-49.6pp |
| Employer contribution / active EE | $2,028 | $2,744-26.1% | $3,769-46.2% | $2,506-19.1% |
| Participant deferral / active EE | $9,009 | $7,497+20.2% | $6,952+29.6% | $4,310+109.0% |
| Admin fee / account holder | $87 | $169-48.4% | $6,731-98.7% | $188-53.5% |