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, PC9+ years Filed as: PATTILLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 P.O. BOX 20725 · WACO, TX 767020725 | Recordkeeping | $19,888 |
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 | $40,750 | $76,050-46.4% | $96,544-57.8% | $71,457-43.0% |
| Participation rate | 79.9% | 74.4%+5.5pp | 76.0%+3.9pp | 67.9%+12.0pp |
| Annual return | 14.36% | 22.81%-8.4pp | 25.84%-11.5pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,386 | $2,244-38.2% | $2,965-53.2% | $2,588-46.4% |
| Participant deferral / active EE | $3,373 | $4,215-20.0% | $4,851-30.5% | $4,289-21.3% |
| Admin fee / account holder | $264 | $2,707-90.3% | $8,252-96.8% | $1,587-83.4% |