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, PC5 years Filed as: BROWN ADVISORY LLC Service code 27 · EIN 75-3014089 | Advisory (Plan) | $79,264 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,537 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,802 | $71,142+109.2% | $119,609+24.4% | $64,808+129.6% |
| Participation rate | 71.7% | 78.6%-7.0pp | 79.3%-7.6pp | 71.5%+0.2pp |
| Annual return | -18.81% | -10.01%-8.8pp | -14.97%-3.8pp | 32.82%-51.6pp |
| Employer contribution / active EE | $2,750 | $2,497+10.1% | $4,232-35.0% | $2,506+9.7% |
| Participant deferral / active EE | $6,641 | $4,490+47.9% | $5,602+18.6% | $4,310+54.1% |
| Admin fee / account holder | $330 | $162+103.4% | $10,323-96.8% | $188+75.6% |