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 | $70,851 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $51,405 |
FORVIS MAZARS, LLP5+ years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,411 | $66,813+21.8% | $100,516-19.0% | $73,488+10.8% |
| Participation rate | 78.1% | 77.5%+0.6pp | 79.4%-1.3pp | 70.7%+7.4pp |
| Annual return | 12.01% | 25.70%-13.7pp | 30.89%-18.9pp | 28.51%-16.5pp |
| Employer contribution / active EE | $974 | $2,147-54.7% | $3,418-71.5% | $2,270-57.1% |
| Participant deferral / active EE | $9,897 | $5,883+68.2% | $6,270+57.9% | $3,740+164.7% |
| Admin fee / account holder | $289 | $512-43.6% | $8,081-96.4% | $513-43.8% |