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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $97,178 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Service code 99 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Other Fees | $46,875 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,078 | $44,794+18.5% | $90,281-41.2% | $77,787-31.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 73.3%+26.7pp | 73.2%+26.8pp |
| Annual return | 20.59% | 28.23%-7.6pp | 78.10%-57.5pp | 32.57%-12.0pp |
| Employer contribution / active EE | $1,245 | $1,809-31.2% | $2,854-56.4% | $2,504-50.3% |
| Participant deferral / active EE | $3,488 | $2,642+32.0% | $3,885-10.2% | $3,967-12.1% |
| Admin fee / account holder | $132 | $94+39.8% | $5,351-97.5% | $100+31.9% |