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 INVESTMENT ADVISORY Service code 99 · EIN 75-3014089 | Other Fees | $28,669 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,290 | $75,183+33.4% | $123,892-19.1% | $55,167+81.8% |
| Participation rate | 75.2% | 72.8%+2.3pp | 81.4%-6.2pp | 69.0%+6.2pp |
| Annual return | 8.86% | 19.01%-10.1pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,386 | $2,823-50.9% | $4,617-70.0% | $1,963-29.4% |
| Participant deferral / active EE | $7,890 | $5,084+55.2% | $5,984+31.8% | $3,054+158.3% |
| Admin fee / account holder | $11 | $663-98.3% | $8,357-99.9% | $504-97.7% |