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 RETIREMENT ADVISORS Service code 99 · EIN 27-4034238 | Other Fees | $7,932 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,735 | $66,310+18.7% | $93,606-15.9% | $65,185+20.8% |
| Participation rate | 78.5% | 74.0%+4.6pp | 75.8%+2.7pp | 70.2%+8.3pp |
| Annual return | 18.15% | 42.58%-24.4pp | 32.76%-14.6pp | 29.38%-11.2pp |
| Employer contribution / active EE | $881 | $2,012-56.2% | $2,718-67.6% | $2,177-59.5% |
| Participant deferral / active EE | $3,196 | $3,342-4.4% | $4,069-21.5% | $3,514-9.0% |
| Admin fee / account holder | $19 | $6,897-99.7% | $7,888-99.8% | $847-97.8% |