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, PC2+ years Filed as: BROWN ADVISORY Service code 27 · EIN 23-2384840 | Advisory (Plan) | $36,819 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,925 |
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 | $52,484 | $71,192-26.3% | $117,854-55.5% | $62,292-15.7% |
| Participation rate | 92.1% | 74.2%+17.9pp | 79.7%+12.5pp | 69.5%+22.6pp |
| Annual return | 18.49% | 18.66%-0.2pp | 335.08%-316.6pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,107 | $1,934-42.7% | $3,786-70.8% | $2,042-45.8% |
| Participant deferral / active EE | $3,048 | $3,189-4.4% | $4,482-32.0% | $3,169-3.8% |
| Admin fee / account holder | $111 | $587-81.0% | $8,020-98.6% | $479-76.8% |