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, PC8 years Filed as: R. PARKER Service code 55 621 BROADWAY · HANNIBAL, MO 63401 | Other Commissions | $32,135 |
R. BEATY3 years Service code 55 621 BROADWAY · HANNIBAL, MO 63401 | Other Commissions | $8,935 |
Service code 25 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,312 | $49,915-29.3% | $154,803-77.2% | $74,304-52.5% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 12.13% | 34.06%-21.9pp | 58.88%-46.7pp | 29.43%-17.3pp |
| Employer contribution / active EE | $2,958 | $1,611+83.6% | $4,305-31.3% | $2,241+32.0% |
| Participant deferral / active EE | $2,801 | $2,255+24.2% | $5,540-49.4% | $3,767-25.6% |
| Admin fee / account holder | $37 | $2,189-98.3% | $14,329-99.7% | $2,969-98.7% |