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 Filed as: PATTILLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 P.O. BOX 20725 · WACO, TX 767020725 | Recordkeeping | $12,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,459 | $73,638-51.8% | $95,952-63.0% | $73,488-51.7% |
| Participation rate | 88.4% | 76.2%+12.2pp | 77.1%+11.3pp | 70.7%+17.7pp |
| Annual return | 13.10% | 16.78%-3.7pp | 91.61%-78.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,212 | $1,863-35.0% | $2,541-52.3% | $2,270-46.6% |
| Participant deferral / active EE | $3,063 | $3,617-15.3% | $4,167-26.5% | $3,740-18.1% |
| Admin fee / account holder | $182 | $482-62.3% | $6,795-97.3% | $513-64.5% |