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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH + BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $7,280 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,584 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,536 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,959 | $96,484-61.7% | $156,263-76.3% | $74,304-50.3% |
| Participation rate | 92.1% | 67.7%+24.5pp | 78.9%+13.2pp | 60.3%+31.8pp |
| Annual return | 21.00% | 17.73%+3.3pp | 59.47%-38.5pp | 29.43%-8.4pp |
| Employer contribution / active EE | $1,489 | $2,528-41.1% | $4,333-65.6% | $2,241-33.6% |
| Participant deferral / active EE | $3,229 | $4,286-24.7% | $6,158-47.6% | $3,767-14.3% |
| Admin fee / account holder | $84 | $3,728-97.7% | $14,255-99.4% | $2,969-97.2% |