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, PC5 years Filed as: TANN, BROWN, & RUSS CO, PLLC Service code 10 1501 LAKELAND DRIVE, SUITE 300 · JACKSON, MS 39216 | Accounting | $15,500 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $935 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $105 |
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 | $410,410 | $82,664+396.5% | $125,339+227.4% | $68,494+499.2% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -15.10% | -5.97%-9.1pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $8,976 | $3,381+165.5% | $4,814+86.5% | $2,596+245.7% |
| Participant deferral / active EE | $7,617 | $6,110+24.7% | $7,446+2.3% | $4,027+89.1% |
| Admin fee / account holder | $212 | $6,275-96.6% | $10,010-97.9% | $5,403-96.1% |