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 10-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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $109,181 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $22,672 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,378 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,461 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,558 | $65,908+17.7% | $81,812-5.2% | $77,643-0.1% |
| Participation rate | 73.7% | 65.8%+7.9pp | 72.3%+1.4pp | 70.6%+3.2pp |
| Annual return | 15.41% | 26.64%-11.2pp | 773.79%-758.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $3,263 | $2,370+37.7% | $2,912+12.0% | $2,726+19.7% |
| Participant deferral / active EE | $9,355 | $3,505+166.9% | $4,319+116.6% | $4,647+101.3% |
| Admin fee / account holder | $219 | $526-58.5% | $7,386-97.0% | $430-49.2% |