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: WITHUM Service code 10 · EIN 20-2027092 | Accounting | $29,188 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,557 | $55,416-35.8% | $75,972-53.2% | $77,643-54.2% |
| Participation rate | 89.5% | 63.6%+25.9pp | 69.1%+20.4pp | 70.6%+18.9pp |
| Annual return | 16.30% | 17.07%-0.8pp | 359.55%-343.2pp | 31.24%-14.9pp |
| Employer contribution / active EE | $1,045 | $1,788-41.5% | $2,685-61.1% | $2,726-61.6% |
| Participant deferral / active EE | $4,101 | $3,447+19.0% | $4,255-3.6% | $4,647-11.8% |
| Admin fee / account holder | $60 | $414-85.5% | $6,467-99.1% | $430-86.1% |