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, PC4 years Filed as: WITHUM Service code 16 · EIN 22-2027092 | Consulting | $9,785 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,026 | $39,948+27.7% | $89,391-42.9% | $73,409-30.5% |
| Participation rate | 47.6% | 50.4%-2.8pp | 68.0%-20.4pp | 72.2%-24.6pp |
| Annual return | 17.98% | 50.12%-32.1pp | 245.62%-227.6pp | 59.29%-41.3pp |
| Employer contribution / active EE | $431 | $1,200-64.1% | $2,586-83.3% | $2,234-80.7% |
| Participant deferral / active EE | $2,401 | $2,193+9.5% | $3,890-38.3% | $3,805-36.9% |
| Admin fee / account holder | $95 | $134-29.6% | $4,881-98.1% | $158-40.1% |