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 year Filed as: WITHUM SMITH & BROWN, PC Service code 10 506 CARNEGIE CENTER DRIVE · PRINCETON, NJ 08540 | Accounting | $14,400 |
RAHL & ASSOCIATES PC1 year Service code 10 141 FRIENDS LANE · NEWTOWN, PA 18940 | Accounting | $10,850 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $562 |
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 | $95,610 | $84,233+13.5% | $170,442-43.9% | $70,131+36.3% |
| Participation rate | 97.3% | 70.8%+26.4pp | 83.6%+13.7pp | 69.5%+27.7pp |
| Annual return | 20.07% | 23.06%-3.0pp | 205.93%-185.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $3,038 | $3,387-10.3% | $5,433-44.1% | $2,342+29.7% |
| Participant deferral / active EE | $4,776 | $3,086+54.8% | $4,939-3.3% | $3,332+43.3% |
| Admin fee / account holder | $206 | $5,698-96.4% | $13,880-98.5% | $4,645-95.6% |