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: TANN, BROWN, & RUSS CO, PLLC Service code 10 1501 LAKELAND DRIVE, SUITE 300 · JACKSON, MS 39216 | Accounting | $14,275 |
FINDLEY1 year Service code 16 PO BOX 352888 · TOLEDO, OH 43635 | Consulting | $9,382 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Direct pa... | $957 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $866 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $351,644 | $77,813+351.9% | $123,544+184.6% | $64,186+447.9% |
| Participation rate | 89.0% | 74.7%+14.3pp | 82.3%+6.7pp | 69.6%+19.5pp |
| Annual return | -4.64% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $13,765 | $3,014+356.7% | $4,628+197.4% | $2,381+478.2% |
| Participant deferral / active EE | $9,284 | $5,240+77.2% | $6,426+44.5% | $3,470+167.6% |
| Admin fee / account holder | $263 | $5,519-95.2% | $9,284-97.2% | $4,888-94.6% |