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 4-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 |
|---|---|---|
Service code 26 · EIN 16-1544070 | Advisory (Participants) | $16,130 |
WITHUMSMITH+BROWN, PC2+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $13,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,088 | $56,629-41.6% | $77,999-57.6% | $55,167-40.0% |
| Participation rate | 35.0% | 73.3%-38.3pp | 75.5%-40.6pp | 69.0%-34.0pp |
| Annual return | 7.75% | 2866.98%-2859.2pp | 425.96%-418.2pp | 169.23%-161.5pp |
| Employer contribution / active EE | $288 | $1,723-83.3% | $2,470-88.3% | $1,963-85.3% |
| Participant deferral / active EE | $1,713 | $2,777-38.3% | $3,497-51.0% | $3,054-43.9% |
| Admin fee / account holder | $468 | $467+0.3% | $5,480-91.5% | $504-7.2% |