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 FINANCIAL2+ years Service code 27 · EIN 48-1160234 | Advisory (Plan) | $50,214 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 64 · EIN 20-1301962 | Recordkeeping Fees | $48,845 |
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 | $88,495 | $50,898+73.9% | $171,082-48.3% | $55,167+60.4% |
| Participation rate | 79.5% | 63.3%+16.3pp | 76.7%+2.9pp | 69.0%+10.6pp |
| Annual return | 5.96% | 15.34%-9.4pp | 32.56%-26.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $2,209 | $1,433+54.1% | $4,002-44.8% | $1,963+12.6% |
| Participant deferral / active EE | $4,418 | $2,994+47.6% | $4,797-7.9% | $3,054+44.7% |
| Admin fee / account holder | $645 | $500+29.2% | $8,520-92.4% | $504+28.1% |