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, PC3+ years Filed as: PATTILLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 | Recordkeeping | $19,640 |
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 | $109,920 | $155,795-29.4% | $136,294-19.4% | $69,631+57.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.60% | 232464.33%-232446.7pp | 5155.94%-5138.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $3,692 | $2,991+23.4% | $4,695-21.4% | $2,032+81.7% |
| Participant deferral / active EE | $8,505 | $5,394+57.7% | $6,247+36.1% | $3,224+163.8% |
| Admin fee / account holder | $38 | $128-70.0% | $9,243-99.6% | $110-65.2% |