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 |
|---|---|---|
SMITH & HOWARD, PC4 years Filed as: SMITH BROTHERS FINANCIAL Service code 27 · EIN 06-1517948 | Advisory (Plan) | $46,366 |
TIAA7 years Service code 13 · EIN 13-1624203 | Contract Administrator | $41,303 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM BROWN SMITH,P.C Service code 10 · EIN 22-2027092 | Accounting | $10,504 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,174 | $100,923+23.0% | $150,045-17.2% | $74,304+67.1% |
| Participation rate | 92.6% | 70.1%+22.5pp | 82.3%+10.3pp | 60.3%+32.3pp |
| Annual return | 17.71% | 51.77%-34.1pp | 62.55%-44.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $7,051 | $3,463+103.6% | $4,693+50.2% | $2,241+214.6% |
| Participant deferral / active EE | $9,293 | $6,709+38.5% | $7,997+16.2% | $3,767+146.7% |
| Admin fee / account holder | $428 | $2,767-84.5% | $13,435-96.8% | $2,969-85.6% |