See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $95,302 |
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 16 · EIN 27-4034238 | Consulting | $35,000 |
NATIONAL FINANCIAL SERVICES9+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,275 | $50,127-37.6% | $149,673-79.1% | $80,160-61.0% |
| Participation rate | 32.4% | 64.3%-31.9pp | 78.8%-46.3pp | 72.9%-40.5pp |
| Annual return | 22.14% | 29.82%-7.7pp | 134.42%-112.3pp | 40.38%-18.2pp |
| Employer contribution / active EE | $43 | $1,865-97.7% | $4,818-99.1% | $2,978-98.6% |
| Participant deferral / active EE | $1,062 | $3,194-66.8% | $5,680-81.3% | $5,017-78.8% |
| Admin fee / account holder | $78 | $153-48.6% | $13,210-99.4% | $145-45.8% |