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 INVESTMENT ADVISORY Service code 99 · EIN 75-3014089 | Other Fees | $36,087 |
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 | $120,554 | $80,753+49.3% | $136,294-11.5% | $62,292+93.5% |
| Participation rate | 74.1% | 73.5%+0.5pp | 81.9%-7.8pp | 69.5%+4.6pp |
| Annual return | 21.58% | 35.83%-14.3pp | 5155.94%-5134.4pp | 28.90%-7.3pp |
| Employer contribution / active EE | $1,439 | $2,884-50.1% | $4,695-69.4% | $2,042-29.5% |
| Participant deferral / active EE | $8,411 | $5,164+62.9% | $6,247+34.6% | $3,169+165.4% |
| Admin fee / account holder | $10 | $525-98.2% | $9,243-99.9% | $479-98.0% |