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 27 · EIN 27-4034238 | Advisory (Plan) | $17,489 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,207 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,344 | $87,870-37.0% | $113,168-51.1% | $74,304-25.5% |
| Participation rate | 96.6% | 70.7%+25.9pp | 76.6%+20.0pp | 60.3%+36.2pp |
| Annual return | 13.70% | 26.44%-12.7pp | 24.27%-10.6pp | 29.43%-15.7pp |
| Employer contribution / active EE | $720 | $2,277-68.4% | $2,975-75.8% | $2,241-67.9% |
| Participant deferral / active EE | $3,774 | $4,241-11.0% | $5,107-26.1% | $3,767+0.2% |
| Admin fee / account holder | $169 | $3,368-95.0% | $12,068-98.6% | $2,969-94.3% |