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 6-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: WITHUMSMITHBROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $16,640 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,684 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,318 | $49,693-30.9% | $70,515-51.3% | $74,419-53.9% |
| Participation rate | 76.0% | 64.7%+11.4pp | 68.3%+7.7pp | 70.7%+5.3pp |
| Annual return | -72.17% | 21.22%-93.4pp | 32.77%-104.9pp | 34.38%-106.6pp |
| Employer contribution / active EE | $955 | $1,773-46.1% | $2,973-67.9% | $2,637-63.8% |
| Participant deferral / active EE | $3,295 | $3,376-2.4% | $4,567-27.8% | $4,528-27.2% |
| Admin fee / account holder | $91 | $316-71.2% | $6,412-98.6% | $348-73.9% |