See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM ADVISORY TAX AUDIT Service code 10 P.O. BOX 5340 · PRINCETON, NJ 08543 | Accounting | $17,139 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,526 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,678 | $48,750+8.1% | $88,946-40.8% | $74,304-29.1% |
| Participation rate | 97.5% | 44.5%+53.0pp | 68.8%+28.7pp | 60.3%+37.2pp |
| Annual return | 16.21% | 25.91%-9.7pp | 57.82%-41.6pp | 29.43%-13.2pp |
| Employer contribution / active EE | $3,195 | $1,255+154.6% | $2,555+25.1% | $2,241+42.6% |
| Participant deferral / active EE | $4,490 | $2,423+85.3% | $4,581-2.0% | $3,767+19.2% |
| Admin fee / account holder | $142 | $3,756-96.2% | $8,261-98.3% | $2,969-95.2% |