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 23-2707403 | Accounting | $7,700 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $6,733 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $61,508 | $56,629+8.6% | $77,999-21.1% | $55,167+11.5% |
| Participation rate | 74.6% | 73.3%+1.3pp | 75.5%-0.9pp | 69.0%+5.6pp |
| Annual return | 7.62% | 2866.98%-2859.4pp | 425.96%-418.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,003 | $1,723-41.8% | $2,470-59.4% | $1,963-48.9% |
| Participant deferral / active EE | $2,216 | $2,777-20.2% | $3,497-36.6% | $3,054-27.4% |
| Admin fee / account holder | $114 | $467-75.6% | $5,480-97.9% | $504-77.4% |