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: DEUTSCHE BANK ALEX. BROWN Service code 21 · EIN 52-1349876 | Bank Trustee | $114,655 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS INVESTCONSULT GRP Service code 20 · EIN 52-1871508 | Trustee (individual) | $6,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,379 | $80,753+174.1% | $136,294+62.4% | $62,292+255.4% |
| Participation rate | 99.1% | 73.5%+25.6pp | 81.9%+17.2pp | 69.5%+29.6pp |
| Annual return | 9.83% | 35.83%-26.0pp | 5155.94%-5146.1pp | 28.90%-19.1pp |
| Employer contribution / active EE | $12,568 | $2,884+335.8% | $4,695+167.7% | $2,042+515.4% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $745 | $525+41.8% | $9,243-91.9% | $479+55.4% |