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 ASSOCIATES, INC Service code 27 · EIN 48-1188446 | Advisory (Plan) | $11,737 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,975 |
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.
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 | $41,492 | $44,425-6.6% | $67,834-38.8% | $55,167-24.8% |
| Participation rate | 38.7% | 59.7%-21.0pp | 68.8%-30.1pp | 69.0%-30.3pp |
| Annual return | 8.35% | 17.80%-9.4pp | 138.47%-130.1pp | 169.23%-160.9pp |
| Employer contribution / active EE | $183 | $1,351-86.5% | $2,403-92.4% | $1,963-90.7% |
| Participant deferral / active EE | $1,310 | $2,166-39.5% | $3,160-58.5% | $3,054-57.1% |
| Admin fee / account holder | $258 | $530-51.3% | $4,622-94.4% | $504-48.8% |