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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1+ years Filed as: WITHUM SMITH & BROWN Service code 99 · EIN 22-2027092 | Other Fees | $14,095 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,800 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,171 | $70,002+168.8% | $115,037+63.6% | $52,331+259.6% |
| Participation rate | 70.1% | 72.1%-2.0pp | 81.4%-11.2pp | 68.1%+2.0pp |
| Annual return | 2.39% | 4.04%-1.7pp | 26.14%-23.8pp | 4.54%-2.2pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,963 | $4,920+0.9% | $6,026-17.6% | $3,022+64.2% |
| Admin fee / account holder | $11 | $566-98.1% | $8,175-99.9% | $592-98.2% |