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 361 DELAWARE AVE. · BUFFALO, NY 14202 | Advisory (Plan) | $35,000 |
ACTUARIAL BENEFITS CORP4 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 200 JOHN JAMES AUDUBON PKWY · AMHERST, NY 14221 | Contract Administrator | $5,657 |
NATIONWIDE8+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $0 |
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 | $49,543 | $52,208-5.1% | $86,612-42.8% | $74,419-33.4% |
| Participation rate | 73.3% | 66.3%+7.0pp | 71.7%+1.6pp | 70.7%+2.6pp |
| Annual return | 14.33% | 44.46%-30.1pp | 591.07%-576.7pp | 34.38%-20.0pp |
| Employer contribution / active EE | $440 | $2,282-80.7% | $3,022-85.4% | $2,637-83.3% |
| Participant deferral / active EE | $3,830 | $3,383+13.2% | $4,438-13.7% | $4,528-15.4% |
| Admin fee / account holder | $202 | $319-36.7% | $5,614-96.4% | $348-42.0% |