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: BROWN ADVISORY LLC Service code 27 · EIN 75-3014089 | Advisory (Plan) | $54,128 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $145,348 | $86,332+68.4% | $125,175+16.1% | $65,185+123.0% |
| Participation rate | 69.2% | 75.3%-6.1pp | 79.8%-10.6pp | 70.2%-1.0pp |
| Annual return | 24.93% | 27.43%-2.5pp | 43.79%-18.9pp | 29.38%-4.5pp |
| Employer contribution / active EE | $2,333 | $2,040+14.4% | $3,865-39.6% | $2,177+7.2% |
| Participant deferral / active EE | $5,359 | $3,537+51.5% | $4,937+8.6% | $3,514+52.5% |
| Admin fee / account holder | $262 | $609-56.9% | $9,702-97.3% | $847-69.0% |