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, PC7+ years Filed as: PATTILLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 P.O. BOX 20725 · WACO, TX 767020725 | Recordkeeping | $11,537 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,568 | $84,936-47.5% | $111,297-60.0% | $79,386-43.9% |
| Participation rate | 87.1% | 75.9%+11.2pp | 77.3%+9.8pp | 70.7%+16.4pp |
| Annual return | 13.01% | 17.45%-4.4pp | 54.65%-41.6pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,283 | $1,979-35.2% | $2,731-53.0% | $2,427-47.1% |
| Participant deferral / active EE | $3,208 | $3,888-17.5% | $4,487-28.5% | $4,046-20.7% |
| Admin fee / account holder | $190 | $537-64.7% | $7,964-97.6% | $626-69.7% |