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 | $30,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,725 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,175 | $70,908+37.0% | $98,907-1.8% | $73,488+32.2% |
| Participation rate | 80.0% | 73.8%+6.2pp | 76.0%+4.0pp | 70.7%+9.3pp |
| Annual return | 9.93% | 34.17%-24.2pp | 196.43%-186.5pp | 28.51%-18.6pp |
| Employer contribution / active EE | $941 | $2,036-53.8% | $2,689-65.0% | $2,270-58.5% |
| Participant deferral / active EE | $3,566 | $3,500+1.9% | $4,244-16.0% | $3,740-4.6% |
| Admin fee / account holder | $16 | $535-96.9% | $6,642-99.8% | $513-96.8% |