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 LLC Service code 27 · EIN 75-3014089 | Advisory (Plan) | $40,439 |
CHERRY BEKAERT LLP5+ years Service code 10 · EIN 56-0574444 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,400 |
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 | $56,782 | $86,332-34.2% | $125,175-54.6% | $65,185-12.9% |
| Participation rate | 93.2% | 75.3%+17.9pp | 79.8%+13.4pp | 70.2%+23.0pp |
| Annual return | 22.04% | 27.43%-5.4pp | 43.79%-21.8pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,120 | $2,040-45.1% | $3,865-71.0% | $2,177-48.6% |
| Participant deferral / active EE | $3,630 | $3,537+2.6% | $4,937-26.5% | $3,514+3.3% |
| Admin fee / account holder | $158 | $609-74.1% | $9,702-98.4% | $847-81.3% |