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 13 · EIN 42-0127290 | Contract Administrator | $23,106 |
Filed as: LAWLEY-COURIER ADVISORS, LLC Service code 27 · EIN 27-4034238 | Advisory (Plan) | $5,987 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,466 | $65,435-21.3% | $86,677-40.6% | $66,914-23.1% |
| Participation rate | 88.3% | 75.5%+12.9pp | 76.6%+11.8pp | 69.8%+18.5pp |
| Annual return | -13.02% | -10.89%-2.1pp | 35.91%-48.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,544 | $2,153-28.3% | $2,836-45.6% | $2,544-39.3% |
| Participant deferral / active EE | $3,198 | $4,100-22.0% | $4,656-31.3% | $4,237-24.5% |
| Admin fee / account holder | $240 | $642-62.5% | $7,493-96.8% | $593-59.5% |