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, PC1 year Filed as: YOUNG OAKES BROWN & CO, PC Service code 10 · EIN 25-1589048 1210 THIRTEEN ST · ALTOONA, PA 16601 | Accounting | $6,745 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,881 | $70,083+24.0% | $59,878+45.1% | $55,725+55.9% |
| Participation rate | 99.3% | 78.4%+20.9pp | 74.7%+24.6pp | 70.9%+28.4pp |
| Annual return | -3.07% | 3.13%-6.2pp | 3.46%-6.5pp | 244.93%-248.0pp |
| Employer contribution / active EE | $3,511 | $2,878+22.0% | $2,722+29.0% | $2,078+69.0% |
| Participant deferral / active EE | $3,474 | $3,079+12.8% | $3,402+2.1% | $3,356+3.5% |
| Admin fee / account holder | $542 | $70+670.4% | $3,590-84.9% | $115+370.3% |