See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $67,646 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,305 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $10,800 |
THE BENEFIT PRACTICE3 years Service code 15 · EIN 13-4144565 | Recordkeeping | $3,916 |
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 | $117,056 | $65,561+78.5% | $86,188+35.8% | $75,163+55.7% |
| Participation rate | 82.8% | 60.5%+22.3pp | 69.0%+13.8pp | 67.2%+15.6pp |
| Annual return | 22.09% | 46.05%-24.0pp | 1168.45%-1146.4pp | 160.62%-138.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,367 | $3,024+143.6% | $3,985+84.8% | $4,125+78.6% |
| Admin fee / account holder | $1,198 | $5,474-78.1% | $6,852-82.5% | $5,651-78.8% |