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, PC1 year Filed as: WITHUM SMITH+BROWN Service code 99 · EIN 22-2027092 | Other Fees | $18,993 |
PENCOR, INC.1 year Service code 99 · EIN 59-3186581 | Other Fees | $8,398 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $23 |
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 | $66,675 | $75,284-11.4% | $91,001-26.7% | $69,631-4.2% |
| Participation rate | 73.5% | 80.4%-6.9pp | 75.6%-2.1pp | 70.7%+2.9pp |
| Annual return | 19.18% | 48.40%-29.2pp | 4.60%+14.6pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $3,815 | $2,473+54.3% | $2,456+55.4% | $2,032+87.7% |
| Participant deferral / active EE | $4,071 | $3,700+10.0% | $3,547+14.8% | $3,224+26.3% |
| Admin fee / account holder | $14 | $111-87.2% | $5,417-99.7% | $110-87.2% |