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, LLC Service code 99 · EIN 27-4034238 | Other Fees | $30,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,450 | $72,607+10.8% | $90,749-11.3% | $66,914+20.2% |
| Participation rate | 87.0% | 73.7%+13.3pp | 75.7%+11.3pp | 69.8%+17.2pp |
| Annual return | -10.81% | -12.28%+1.5pp | -12.16%+1.3pp | 1.58%-12.4pp |
| Employer contribution / active EE | $1,037 | $2,369-56.2% | $2,921-64.5% | $2,544-59.3% |
| Participant deferral / active EE | $3,997 | $3,977+0.5% | $4,564-12.4% | $4,237-5.7% |
| Admin fee / account holder | $14 | $707-98.0% | $8,445-99.8% | $593-97.7% |