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 64 · EIN 71-0294708 | Recordkeeping Fees | $18,150 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUM SMITH AND BROWN Service code 99 · EIN 22-2027092 | Other Fees | $15,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,701 | $104,475+98.8% | $159,436+30.3% | $79,386+161.6% |
| Participation rate | 78.9% | 76.6%+2.3pp | 82.8%-3.9pp | 70.7%+8.2pp |
| Annual return | 14.27% | 67.95%-53.7pp | 263.57%-249.3pp | 116.85%-102.6pp |
| Employer contribution / active EE | $4,076 | $3,417+19.3% | $4,829-15.6% | $2,427+67.9% |
| Participant deferral / active EE | $7,107 | $6,467+9.9% | $7,352-3.3% | $4,046+75.7% |
| Admin fee / account holder | $73 | $711-89.8% | $10,799-99.3% | $626-88.4% |