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 SECURITIES LLC Service code 27 444 WEST 47TH STREET · KANSAS CITY, MO 64112 | Advisory (Plan) | $40,120 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $10,973 |
ACTUARIAL BENEFITS CORP6 years Service code 14 · EIN 20-1054428 | Plan Administrator | $10,019 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,885 | $65,435+90.9% | $86,677+44.1% | $66,914+86.6% |
| Participation rate | 84.9% | 75.5%+9.4pp | 76.6%+8.3pp | 69.8%+15.1pp |
| Annual return | -13.91% | -10.89%-3.0pp | 35.91%-49.8pp | 1.58%-15.5pp |
| Employer contribution / active EE | $3,255 | $2,153+51.1% | $2,836+14.7% | $2,544+27.9% |
| Participant deferral / active EE | $7,897 | $4,100+92.6% | $4,656+69.6% | $4,237+86.4% |
| Admin fee / account holder | $397 | $642-38.1% | $7,493-94.7% | $593-33.0% |