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, PC5+ years Filed as: PATTILLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 P.O. BOX 20725 · WACO, TX 767020725 | Recordkeeping | $12,403 |
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 | $28,456 | $65,376-56.5% | $87,100-67.3% | $65,185-56.3% |
| Participation rate | 88.5% | 75.3%+13.1pp | 76.9%+11.6pp | 70.2%+18.3pp |
| Annual return | 18.66% | 31.27%-12.6pp | 28.19%-9.5pp | 29.38%-10.7pp |
| Employer contribution / active EE | $1,175 | $1,822-35.5% | $2,521-53.4% | $2,177-46.0% |
| Participant deferral / active EE | $3,034 | $3,388-10.4% | $4,049-25.1% | $3,514-13.6% |
| Admin fee / account holder | $164 | $520-68.4% | $7,497-97.8% | $847-80.6% |