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, PC8+ years Filed as: PATTILLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 P.O. BOX 20725 · WACO, TX 767020725 | Recordkeeping | $13,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,484 | $65,435-44.2% | $86,677-57.9% | $66,914-45.5% |
| Participation rate | 85.1% | 75.5%+9.6pp | 76.6%+8.5pp | 69.8%+15.3pp |
| Annual return | -13.91% | -10.89%-3.0pp | 35.91%-49.8pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,338 | $2,153-37.9% | $2,836-52.8% | $2,544-47.4% |
| Participant deferral / active EE | $3,406 | $4,100-16.9% | $4,656-26.8% | $4,237-19.6% |
| Admin fee / account holder | $156 | $642-75.7% | $7,493-97.9% | $593-73.7% |