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: BROWN ADVISORY SECURITIES Service code 19 · EIN 75-3014089 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Securities Custodian | $181,395 |
BOLTON PARTNERS, INC.4+ 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.)
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 | $244,940 | $89,652+173.2% | $141,162+73.5% | $65,185+275.8% |
| Participation rate | 98.2% | 74.7%+23.5pp | 82.5%+15.8pp | 70.2%+28.0pp |
| Annual return | 6.15% | 32.79%-26.6pp | 71.39%-65.2pp | 29.38%-23.2pp |
| Employer contribution / active EE | $12,727 | $3,065+315.3% | $4,735+168.8% | $2,177+484.7% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1,195 | $569+110.3% | $10,261-88.4% | $847+41.1% |