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 51 · EIN 27-4034238 | Investment Mgmt Fees | $22,500 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 50 · EIN 71-0294708 | Direct Payment | $12,013 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOCIATI Service code 51 · EIN 27-4034238 | Investment Mgmt Fees | $6,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,286 | $92,055-7.4% | $106,213-19.7% | $77,643+9.8% |
| Participation rate | 89.4% | 81.0%+8.4pp | 75.3%+14.2pp | 70.6%+18.9pp |
| Annual return | 12.97% | 17.91%-4.9pp | 116.14%-103.2pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,196 | $3,367-64.5% | $3,171-62.3% | $2,726-56.1% |
| Participant deferral / active EE | $4,709 | $5,386-12.6% | $5,016-6.1% | $4,647+1.3% |
| Admin fee / account holder | $41 | $219-81.4% | $11,033-99.6% | $430-90.5% |