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+ years Filed as: TANN, BROWN AND RUSS CO., PLLC Service code 10 1501 LAKELAND DRIVE · JACKSON, MS 39216 | Accounting | $13,600 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,326 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $304,750 | $72,177+322.2% | $115,037+164.9% | $59,632+411.0% |
| Participation rate | 91.4% | 72.6%+18.8pp | 81.4%+10.0pp | 68.7%+22.7pp |
| Annual return | -1.35% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $9,822 | $2,841+245.7% | $4,608+113.2% | $2,203+345.9% |
| Participant deferral / active EE | $6,874 | $4,783+43.7% | $6,026+14.1% | $3,192+115.4% |
| Admin fee / account holder | $169 | $4,927-96.6% | $8,175-97.9% | $4,297-96.1% |