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 26 · EIN 75-3014089 901 SOUTH BOND ST., STE 400 · BALTIMORE, MD 21231 | Advisory (Participants) | $25,610 |
Service code 15 · EIN 52-2136664 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $12,873 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,998 | $77,813-33.2% | $123,544-57.9% | $64,186-19.0% |
| Participation rate | 93.6% | 74.7%+18.9pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | -5.62% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,277 | $3,014-57.6% | $4,628-72.4% | $2,381-46.4% |
| Participant deferral / active EE | $9,875 | $5,240+88.5% | $6,426+53.7% | $3,470+184.6% |
| Admin fee / account holder | $405 | $5,519-92.7% | $9,284-95.6% | $4,888-91.7% |