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, PC3 years Filed as: WITHUM SMITH AND BROWN Service code 99 · EIN 11-1000111 | Other Fees | $14,626 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,276 |
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 | $198,226 | $99,957+98.3% | $149,696+32.4% | $73,488+169.7% |
| Participation rate | 83.1% | 75.7%+7.4pp | 82.5%+0.6pp | 70.7%+12.4pp |
| Annual return | 17.11% | 53.87%-36.8pp | 276.60%-259.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,354 | $3,191-57.6% | $4,644-70.8% | $2,270-40.4% |
| Participant deferral / active EE | $6,167 | $6,073+1.6% | $6,842-9.9% | $3,740+64.9% |
| Admin fee / account holder | $72 | $551-86.9% | $9,309-99.2% | $513-85.9% |