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 year Filed as: WITHUMSMITH BROWN Service code 99 · EIN 22-2027092 | Other Fees | $15,905 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $196,184 | $80,753+142.9% | $136,294+43.9% | $62,292+214.9% |
| Participation rate | 66.7% | 73.5%-6.9pp | 81.9%-15.3pp | 69.5%-2.8pp |
| Annual return | 16.01% | 35.83%-19.8pp | 5155.94%-5139.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,086 | $2,884-62.4% | $4,695-76.9% | $2,042-46.8% |
| Participant deferral / active EE | $4,992 | $5,164-3.3% | $6,247-20.1% | $3,169+57.5% |
| Admin fee / account holder | $94 | $525-82.1% | $9,243-99.0% | $479-80.4% |