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: BROWN ADVISORY MANAGEMENT, LLC Service code 26 · EIN 26-4560299 | Advisory (Participants) | $51,274 |
PARK EDGE ADVISORS1 year Filed as: PARK EDGE ADVISORS, LLC Service code 26 · EIN 87-3440073 | Advisory (Participants) | $31,198 |
CLEARSTEAD ADVISORS, LLC1 year Service code 27 · EIN 87-3258080 | Advisory (Plan) | $30,000 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS, LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $18,498 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$254,203 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $516,431 | $122,186+322.7% | $146,958+251.4% | $199,593+158.7% |
| Participation rate | 87.8% | 78.3%+9.5pp | 82.2%+5.6pp | 72.0%+15.8pp |
| Annual return | 15.24% | 30.56%-15.3pp | 418.34%-403.1pp | 34.25%-19.0pp |
| Employer contribution / active EE | $778 | $4,093-81.0% | $4,933-84.2% | $3,034-74.4% |
| Participant deferral / active EE | $14,083 | $8,502+65.6% | $8,070+74.5% | $5,087+176.9% |
| Admin fee / account holder | $106 | $179-40.9% | $12,998-99.2% | $269-60.7% |