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 9-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+ years Filed as: BROWN BROTHERS HARRIMAN Service code 27 · EIN 36-4469928 | Advisory (Plan) | $97,957 |
USI CONSULTING GROUP1+ years Service code 11 · EIN 06-1053228 | Actuarial | $61,597 |
MARCUM LLP1+ years Service code 10 · EIN 11-1986323 | Accounting | $15,450 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $14,297 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $4,829 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $110,850-100.0% | $139,743-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 22.6%-22.6pp | 12.6%-12.6pp |
| Annual return | -3.33% | 4.01%-7.3pp | 4.97%-8.3pp | 4.56%-7.9pp |
| Employer contribution / active EE | $1,024 | $8,726-88.3% | $29,721-96.6% | $15,526-93.4% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,927-100.0% | $3,369-100.0% | $1,711-100.0% |