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, PC4 years Filed as: TANN, BROWN, & RUSS CO, PLLC Service code 10 1501 LAKELAND DRIVE, SUITE 300 · JACKSON, MS 39216 | Accounting | $16,240 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $985 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $52 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $455,284 | $105,181+332.9% | $159,436+185.6% | $85,850+430.3% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.8%+12.6pp | 69.3%+26.1pp |
| Annual return | 10.31% | 45.07%-34.8pp | 263.57%-253.3pp | 318.53%-308.2pp |
| Employer contribution / active EE | $9,570 | $3,318+188.4% | $4,829+98.2% | $2,565+273.1% |
| Participant deferral / active EE | $7,484 | $5,945+25.9% | $7,352+1.8% | $3,952+89.4% |
| Admin fee / account holder | $198 | $6,933-97.1% | $10,799-98.2% | $6,260-96.8% |