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 60 · EIN 04-2647786 | Sub-TA Fees | $37,282 |
LAWING FINANCIAL1 year Service code 27 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $22,985 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $140,583 | $71,192+97.5% | $117,854+19.3% | $62,292+125.7% |
| Participation rate | 98.2% | 74.2%+24.0pp | 79.7%+18.6pp | 69.5%+28.7pp |
| Annual return | 12.01% | 18.66%-6.6pp | 335.08%-323.1pp | 28.90%-16.9pp |
| Employer contribution / active EE | $1,348 | $1,934-30.3% | $3,786-64.4% | $2,042-34.0% |
| Participant deferral / active EE | $6,496 | $3,189+103.7% | $4,482+45.0% | $3,169+105.0% |
| Admin fee / account holder | $459 | $587-21.8% | $8,020-94.3% | $479-4.2% |