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, PC6 years Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $25,684 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,059 |
AB FUNDS4 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $20,862 |
RAHL & ASSOCIATES PC7 years Service code 10 141 FRIENDS LANE STE 100 · NEWTOWN, PA 18940 | Accounting | $19,240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,885 | $61,272+89.1% | $149,673-22.6% | $71,457+62.2% |
| Participation rate | 84.0% | 62.5%+21.5pp | 78.8%+5.2pp | 67.9%+16.1pp |
| Annual return | 16.15% | 35.85%-19.7pp | 134.42%-118.3pp | 28.85%-12.7pp |
| Employer contribution / active EE | $3,213 | $2,378+35.1% | $4,818-33.3% | $2,588+24.2% |
| Participant deferral / active EE | $5,910 | $2,917+102.6% | $5,680+4.0% | $4,289+37.8% |
| Admin fee / account holder | $511 | $1,261-59.5% | $13,210-96.1% | $1,587-67.8% |