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 Service code 27 · EIN 48-1160234 | Advisory (Plan) | $121,053 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 64 · EIN 20-1301962 | Recordkeeping Fees | $47,363 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,428 | $45,283+79.8% | $155,790-47.7% | $52,331+55.6% |
| Participation rate | 77.9% | 62.2%+15.7pp | 76.1%+1.8pp | 68.1%+9.8pp |
| Annual return | -2.09% | 1.80%-3.9pp | 71.54%-73.6pp | 4.54%-6.6pp |
| Employer contribution / active EE | $2,209 | $1,329+66.3% | $3,836-42.4% | $1,882+17.4% |
| Participant deferral / active EE | $4,454 | $2,854+56.0% | $4,797-7.2% | $3,022+47.4% |
| Admin fee / account holder | $1,002 | $981+2.2% | $7,478-86.6% | $592+69.5% |