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, PC2 years Filed as: TANN, BROWN, & RUSS CO, PLLC Service code 10 1501 LAKELAND DRIVE, SUITE 300 · JACKSON, MS 39216 | Accounting | $15,850 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $763 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Direct payment from th... | $351 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Float revenue; ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $383,353 | $89,355+329.0% | $141,162+171.6% | $72,985+425.3% |
| Participation rate | 97.0% | 75.1%+21.9pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | 17.99% | 111.85%-93.9pp | 71.39%-53.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $9,894 | $3,114+217.7% | $4,735+108.9% | $2,440+305.5% |
| Participant deferral / active EE | $8,698 | $5,418+60.5% | $6,709+29.6% | $3,607+141.1% |
| Admin fee / account holder | $182 | $5,958-96.9% | $10,261-98.2% | $5,124-96.5% |