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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Shareholder se... | $104,092 |
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 16 · EIN 27-4034238 | Consulting | $20,000 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,627 | $47,456+10.9% | $172,739-69.5% | $77,787-32.3% |
| Participation rate | 40.8% | 66.3%-25.5pp | 82.6%-41.8pp | 73.2%-32.4pp |
| Annual return | 23.77% | 35.57%-11.8pp | 802.84%-779.1pp | 32.57%-8.8pp |
| Employer contribution / active EE | $232 | $1,574-85.3% | $5,143-95.5% | $2,504-90.8% |
| Participant deferral / active EE | $1,561 | $2,560-39.0% | $5,198-70.0% | $3,967-60.7% |
| Admin fee / account holder | $186 | $81+130.5% | $13,954-98.7% | $100+86.2% |