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, LLC. Service code 26 · EIN 75-3014089 901 SOUTH BOND ST., STE 400 · BALTIMORE, MD 21231 | Advisory (Participants) | $21,530 |
Service code 15 · EIN 52-2136664 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $13,397 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,512 | $85,766-42.3% | $136,294-63.7% | $70,131-29.4% |
| Participation rate | 95.3% | 74.2%+21.2pp | 81.9%+13.4pp | 69.5%+25.8pp |
| Annual return | 21.03% | 31.45%-10.4pp | 5155.94%-5134.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $1,614 | $2,966-45.6% | $4,695-65.6% | $2,342-31.1% |
| Participant deferral / active EE | $8,952 | $5,051+77.2% | $6,247+43.3% | $3,332+168.7% |
| Admin fee / account holder | $342 | $5,420-93.7% | $9,243-96.3% | $4,645-92.6% |