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: LAWLEY COURIER ADVISORS, LLC Service code 15 · EIN 27-4034238 | Recordkeeping | $12,982 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,204 |
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 | $34,959 | $54,350-35.7% | $82,719-57.7% | $68,494-49.0% |
| Participation rate | 74.7% | 63.9%+10.7pp | 72.6%+2.1pp | 67.9%+6.8pp |
| Annual return | -15.16% | -13.67%-1.5pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,604 | $2,218-27.7% | $3,009-46.7% | $2,596-38.2% |
| Participant deferral / active EE | $2,191 | $3,246-32.5% | $4,395-50.2% | $4,027-45.6% |
| Admin fee / account holder | $306 | $4,395-93.0% | $5,329-94.3% | $5,403-94.3% |