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 | $23,036 |
LUMSDEN & MCCORMICK LLP1 year Filed as: LUMSDEN & MCCORMICK Service code 10 · EIN 16-0765486 | Accounting | $6,899 |
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 27 · EIN 27-4034238 | Advisory (Plan) | $5,992 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,807 | $79,171-27.0% | $102,423-43.6% | $74,495-22.4% |
| Participation rate | 91.3% | 74.8%+16.5pp | 76.5%+14.8pp | 67.2%+24.1pp |
| Annual return | 12.19% | 54.93%-42.7pp | 29.32%-17.1pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $3 | $2,362-99.9% | $3,023-99.9% | $2,623-99.9% |
| Participant deferral / active EE | $25 | $4,415-99.4% | $5,053-99.5% | $4,346-99.4% |
| Admin fee / account holder | $318 | $2,001-84.1% | $9,451-96.6% | $1,942-83.6% |