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) | $78,247 |
Filed as: HUB INTERNATIONAL INV ADV SERV Service code 27 · EIN 82-2966199 | Advisory (Plan) | $16,856 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $16,640 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$457 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,031 | $47,722+13.2% | $82,719-34.7% | $64,808-16.6% |
| Participation rate | 71.6% | 67.6%+4.0pp | 72.6%-0.9pp | 71.5%+0.2pp |
| Annual return | -12.39% | -13.05%+0.7pp | 701.18%-713.6pp | 32.82%-45.2pp |
| Employer contribution / active EE | $2,580 | $2,179+18.4% | $3,009-14.2% | $2,506+3.0% |
| Participant deferral / active EE | $8,239 | $3,329+147.5% | $4,395+87.5% | $4,310+91.1% |
| Admin fee / account holder | $176 | $143+22.9% | $5,329-96.7% | $188-6.4% |