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 Service code 99 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Other Fees | $6,125 |
Service code 16 · EIN 34-1820650 | Consulting | $600 |
TD AMERITRADE, INC.5 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage; Shareholder ser... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,392 | $44,764+209.2% | $68,791+101.2% | $64,808+113.5% |
| Participation rate | 98.6% | 64.8%+33.8pp | 69.0%+29.6pp | 71.5%+27.1pp |
| Annual return | -14.90% | -10.91%-4.0pp | -6.38%-8.5pp | 32.82%-47.7pp |
| Employer contribution / active EE | $9,240 | $1,775+420.5% | $2,655+248.0% | $2,506+268.7% |
| Participant deferral / active EE | $8,672 | $3,238+167.8% | $3,941+120.0% | $4,310+101.2% |
| Admin fee / account holder | $4 | $151-97.2% | $4,932-99.9% | $188-97.7% |