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) | $43,989 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,900 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
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 | $38,261 | $35,485+7.8% | $74,550-48.7% | $55,725-31.3% |
| Participation rate | 82.9% | 62.5%+20.4pp | 69.1%+13.8pp | 70.9%+12.0pp |
| Annual return | -6.08% | 0.72%-6.8pp | 32.53%-38.6pp | 244.93%-251.0pp |
| Employer contribution / active EE | $529 | $777-31.9% | $1,961-73.0% | $2,078-74.5% |
| Participant deferral / active EE | $3,796 | $2,181+74.0% | $3,108+22.1% | $3,356+13.1% |
| Admin fee / account holder | $104 | $114-8.7% | $5,060-97.9% | $115-9.4% |