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 SECURITIES Service code 19 · EIN 75-3014089 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Securities Custodian | $135,422 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS INVESTCONSULT GRP Service code 16 · EIN 52-1871508 36 SOUTH CHARLES STREET · BALTIMORE, MD 21201 | Consulting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,893 | $73,102+230.9% | $123,544+95.8% | $56,287+329.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 9.40% | 3.01%+6.4pp | 119.20%-109.8pp | -9.96%+19.4pp |
| Employer contribution / active EE | $11,451 | $2,977+284.7% | $4,628+147.4% | $2,111+442.4% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $917 | $554+65.6% | $9,284-90.1% | $521+76.1% |