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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $28,490 |
Service code 27 · EIN 75-1553739 | Advisory (Plan) | $8,413 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, EDWARDS & COMPANY, L.L.P. Service code 10 · EIN 54-0504608 | Accounting | $8,400 |
Filed as: SWBC INVESTMENT ADVISORY SERVICES L Service code 16 · EIN 75-1553739 | Consulting | $6,011 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,011 | $64,909-23.0% | $82,313-39.2% | $62,292-19.7% |
| Participation rate | 96.2% | 74.9%+21.4pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 10.21% | 21.18%-11.0pp | 25.88%-15.7pp | 28.90%-18.7pp |
| Employer contribution / active EE | $489 | $1,676-70.8% | $2,428-79.9% | $2,042-76.1% |
| Participant deferral / active EE | $2,260 | $3,103-27.2% | $3,706-39.0% | $3,169-28.7% |
| Admin fee / account holder | $234 | $440-46.9% | $5,608-95.8% | $479-51.3% |