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, PC3+ years Filed as: BROWN ADVISORY SECURITIES, LLC Service code 19 · EIN 75-3014089 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Securities Custodian | $41,857 |
Employer contribution per participant 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 | $182,612 | $73,102+149.8% | $123,544+47.8% | $56,287+224.4% |
| Participation rate | 92.2% | 74.3%+17.9pp | 82.3%+9.9pp | 69.9%+22.3pp |
| Annual return | 13.13% | 3.01%+10.1pp | 119.20%-106.1pp | -9.96%+23.1pp |
| Employer contribution / active EE | $213 | $2,977-92.9% | $4,628-95.4% | $2,111-89.9% |
| Participant deferral / active EE | $9,048 | $5,423+66.9% | $6,426+40.8% | $3,350+170.1% |
| Admin fee / account holder | $226 | $554-59.3% | $9,284-97.6% | $521-56.7% |