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 37 · EIN 04-2647786 | Loan Processing | $70,860 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 444 W. 47TH ST., STE. 600 · KANSAS CITY, MO 64112 | Advisory (Plan) | $39,772 |
FORVIS MAZARS, LLP2+ years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $28,000 |
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 | $62,265 | $65,592-5.1% | $90,160-30.9% | $69,631-10.6% |
| Participation rate | 73.5% | 77.6%-4.1pp | 76.9%-3.4pp | 70.7%+2.8pp |
| Annual return | 18.00% | 57.10%-39.1pp | 34.88%-16.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,345 | $2,193-38.7% | $3,318-59.5% | $2,032-33.8% |
| Participant deferral / active EE | $6,414 | $5,257+22.0% | $5,288+21.3% | $3,224+99.0% |
| Admin fee / account holder | $214 | $86+149.3% | $5,943-96.4% | $110+93.4% |