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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $18,930 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH AND BROWN Service code 99 · EIN 11-1000111 | Other Fees | $11,780 |
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 | $173,759 | $73,102+137.7% | $123,544+40.6% | $56,287+208.7% |
| Participation rate | 69.2% | 74.3%-5.1pp | 82.3%-13.1pp | 69.9%-0.7pp |
| Annual return | -2.51% | 3.01%-5.5pp | 119.20%-121.7pp | -9.96%+7.5pp |
| Employer contribution / active EE | $1,011 | $2,977-66.1% | $4,628-78.2% | $2,111-52.1% |
| Participant deferral / active EE | $4,803 | $5,423-11.4% | $6,426-25.2% | $3,350+43.4% |
| Admin fee / account holder | $93 | $554-83.2% | $9,284-99.0% | $521-82.1% |