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: WITHUMSMITH & BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $17,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $1,865 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 33 · EIN 13-2655998 | Securities brokerage commissions and ... | $0 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 33 · EIN 13-2638166 | Securities brokerage; Securities brok... | $0 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,164 | $53,412+186.8% | $68,509+123.6% | $52,331+192.7% |
| Participation rate | 90.5% | 71.7%+18.8pp | 74.7%+15.8pp | 68.1%+22.4pp |
| Annual return | 0.24% | 3.42%-3.2pp | 8.27%-8.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $7,885 | $1,607+390.6% | $2,278+246.2% | $1,882+319.0% |
| Participant deferral / active EE | $5,117 | $2,688+90.4% | $3,382+51.3% | $3,022+69.3% |
| Admin fee / account holder | $153 | $461-66.8% | $5,275-97.1% | $592-74.1% |