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 |
|---|---|---|
Service code 17 · EIN 42-0127290 | Pension Consulting | $17,296 |
Filed as: LAWLEY RETIREMENT ADVISORS Service code 27 · EIN 27-4034238 | Advisory (Plan) | $11,136 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $5,249 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,203 | $78,485+130.9% | $106,213+70.6% | $74,495+143.2% |
| Participation rate | 99.1% | 72.8%+26.2pp | 75.3%+23.8pp | 67.2%+31.9pp |
| Annual return | 11.05% | 15.95%-4.9pp | 116.14%-105.1pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $7,184 | $2,523+184.8% | $3,171+126.5% | $2,623+173.9% |
| Participant deferral / active EE | $7,647 | $4,322+76.9% | $5,016+52.5% | $4,346+76.0% |
| Admin fee / account holder | $225 | $2,232-89.9% | $11,033-98.0% | $1,942-88.4% |