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) | $43,659 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $13,609 |
ACTUARIAL BENEFITS CORP7 years Service code 14 · EIN 20-1054428 | Plan Administrator | $12,704 |
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 | $134,069 | $76,050+76.3% | $96,544+38.9% | $71,457+87.6% |
| Participation rate | 88.6% | 74.4%+14.2pp | 76.0%+12.6pp | 67.9%+20.7pp |
| Annual return | 15.77% | 22.81%-7.0pp | 25.84%-10.1pp | 28.85%-13.1pp |
| Employer contribution / active EE | $3,058 | $2,244+36.3% | $2,965+3.1% | $2,588+18.2% |
| Participant deferral / active EE | $7,704 | $4,215+82.8% | $4,851+58.8% | $4,289+79.6% |
| Admin fee / account holder | $381 | $2,707-85.9% | $8,252-95.4% | $1,587-76.0% |