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 |
|---|---|---|
LAWING FINANCIAL1+ years Filed as: LAWING FINANCIAL, INC. Service code 27 11020 KING ST. STE 400 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $39,606 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $24,014 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 27 · EIN 48-1188446 | Advisory (Plan) | $2,791 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $38,092 | $57,108-33.3% | $94,224-59.6% | $52,331-27.2% |
| Participation rate | 98.0% | 72.9%+25.1pp | 78.8%+19.2pp | 68.1%+29.9pp |
| Annual return | -1.63% | 1.47%-3.1pp | 10.68%-12.3pp | 4.54%-6.2pp |
| Employer contribution / active EE | $1,073 | $1,735-38.2% | $3,587-70.1% | $1,882-43.0% |
| Participant deferral / active EE | $3,154 | $3,040+3.8% | $4,320-27.0% | $3,022+4.4% |
| Admin fee / account holder | $418 | $546-23.6% | $6,269-93.3% | $592-29.4% |