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 year Filed as: LAWING FINANCIAL, INC. Service code 27 · EIN 48-1188446 | Advisory (Plan) | $39,925 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $38,720 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,636 | $65,592-9.1% | $90,160-33.9% | $69,631-14.4% |
| Participation rate | 83.2% | 77.6%+5.5pp | 76.9%+6.3pp | 70.7%+12.5pp |
| Annual return | 134.26% | 57.10%+77.2pp | 34.88%+99.4pp | 27571.02%-27436.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,318-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,670 | $5,257-11.2% | $5,288-11.7% | $3,224+44.9% |
| Admin fee / account holder | $88 | $86+2.7% | $5,943-98.5% | $110-20.3% |