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: BROWN ADVISORY LLC Service code 27 · EIN 75-3014089 | Advisory (Plan) | $60,877 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,225 |
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 | $164,181 | $81,474+101.5% | $133,956+22.6% | $73,488+123.4% |
| Participation rate | 73.6% | 76.4%-2.7pp | 79.8%-6.2pp | 70.7%+3.0pp |
| Annual return | 20.55% | 19.40%+1.1pp | 45.09%-24.5pp | 28.51%-8.0pp |
| Employer contribution / active EE | $2,440 | $2,209+10.4% | $3,919-37.7% | $2,270+7.5% |
| Participant deferral / active EE | $5,582 | $3,786+47.4% | $5,048+10.6% | $3,740+49.3% |
| Admin fee / account holder | $273 | $713-61.7% | $8,927-96.9% | $513-46.8% |