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, PC6+ years Filed as: BROWN INVESTMENT ADVISORY Service code 99 · EIN 75-3014089 | Other Fees | $45,797 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY Service code 99 · EIN 26-0680642 | Other Fees | $10,039 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,732 | $99,957+75.8% | $149,696+17.4% | $73,488+139.1% |
| Participation rate | 81.4% | 75.7%+5.7pp | 82.5%-1.1pp | 70.7%+10.7pp |
| Annual return | 14.74% | 53.87%-39.1pp | 276.60%-261.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,009 | $3,191-37.0% | $4,644-56.7% | $2,270-11.5% |
| Participant deferral / active EE | $12,450 | $6,073+105.0% | $6,842+82.0% | $3,740+232.9% |
| Admin fee / account holder | $2 | $551-99.6% | $9,309-100.0% | $513-99.5% |