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, PC2+ years Filed as: WITHUMSMITH & BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $15,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $1,230 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 33 · EIN 13-2638166 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,793 | $56,629+164.5% | $77,999+92.0% | $55,167+171.5% |
| Participation rate | 97.8% | 73.3%+24.5pp | 75.5%+22.3pp | 69.0%+28.8pp |
| Annual return | 6.59% | 2866.98%-2860.4pp | 425.96%-419.4pp | 169.23%-162.6pp |
| Employer contribution / active EE | $8,644 | $1,723+401.7% | $2,470+250.0% | $1,963+340.5% |
| Participant deferral / active EE | $5,443 | $2,777+96.0% | $3,497+55.7% | $3,054+78.2% |
| Admin fee / account holder | $121 | $467-74.0% | $5,480-97.8% | $504-75.9% |