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 15 · EIN 13-3689044 | Recordkeeping | $37,096 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH & BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $15,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,170 | $77,899-34.3% | $149,673-65.8% | $75,163-31.9% |
| Participation rate | 37.1% | 65.6%-28.4pp | 78.8%-41.6pp | 67.2%-30.0pp |
| Annual return | 16.58% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,223 | $3,411+111.8% | $5,680+27.2% | $4,125+75.1% |
| Admin fee / account holder | $635 | $5,956-89.3% | $13,210-95.2% | $5,651-88.8% |