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: PATTILLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 | Recordkeeping | $17,251 |
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 | $100,118 | $80,177+24.9% | $123,892-19.2% | $57,658+73.6% |
| Participation rate | 97.3% | 74.4%+22.9pp | 81.4%+15.9pp | 70.2%+27.1pp |
| Annual return | 9.78% | 17.90%-8.1pp | 47.52%-37.7pp | 5.13%+4.7pp |
| Employer contribution / active EE | $3,622 | $2,913+24.3% | $4,617-21.6% | $1,974+83.5% |
| Participant deferral / active EE | $7,951 | $5,130+55.0% | $5,984+32.9% | $3,061+159.8% |
| Admin fee / account holder | $39 | $106-63.6% | $8,357-99.5% | $95-59.1% |