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 LLC Service code 27 · EIN 75-3014089 | Advisory (Plan) | $53,146 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,425 |
Form 5500 reported that benefits due were not provided when due.
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 | $119,828 | $66,302+80.7% | $110,238+8.7% | $56,287+112.9% |
| Participation rate | 71.2% | 74.9%-3.7pp | 79.8%-8.6pp | 69.9%+1.3pp |
| Annual return | -5.28% | -1.18%-4.1pp | 314.74%-320.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,381 | $2,047+16.3% | $3,826-37.8% | $2,111+12.8% |
| Participant deferral / active EE | $5,461 | $3,381+61.5% | $4,672+16.9% | $3,350+63.0% |
| Admin fee / account holder | $267 | $698-61.8% | $8,547-96.9% | $521-48.7% |