See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC6 years Filed as: BROWN LISLE/CUMMINGS INC Service code 55 · EIN 05-0310503 | Other Commissions | $130,937 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,087 | $106,028+1.9% | $146,958-26.5% | $77,643+39.2% |
| Participation rate | 0.0% | 78.4%-78.4pp | 82.2%-82.2pp | 70.6%-70.6pp |
| Annual return | 24.78% | 56.73%-32.0pp | 418.34%-393.6pp | 31.24%-6.5pp |
| Employer contribution / active EE | $4,228 | $4,063+4.1% | $4,933-14.3% | $2,726+55.1% |
| Participant deferral / active EE | $14,974 | $7,990+87.4% | $8,070+85.6% | $4,647+222.2% |
| Admin fee / account holder | $6 | $337-98.1% | $12,998-100.0% | $430-98.5% |