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, PC3 years Filed as: TANN, BROWN, & RUSS CO, PLLC Service code 10 1501 LAKELAND DRIVE, SUITE 300 · JACKSON, MS 39216 | Accounting | $16,290 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,033 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Float r... | $31 |
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 | $438,405 | $98,750+344.0% | $149,696+192.9% | $79,858+449.0% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.5%+13.3pp | 69.6%+26.1pp |
| Annual return | 14.27% | 27.43%-13.2pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $10,826 | $3,216+236.6% | $4,644+133.1% | $2,471+338.1% |
| Participant deferral / active EE | $8,371 | $5,680+47.4% | $6,842+22.4% | $3,740+123.8% |
| Admin fee / account holder | $187 | $6,053-96.9% | $9,309-98.0% | $5,306-96.5% |