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: BROWN LISLE/CUMMINGS INC Service code 55 · EIN 05-0310503 | Other Commissions | $50,742 |
Service code 37 · EIN 04-2647786 | Loan Processing | $131 |
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 | $117,424 | $99,957+17.5% | $149,696-21.6% | $73,488+59.8% |
| Participation rate | 82.9% | 75.7%+7.2pp | 82.5%+0.4pp | 70.7%+12.2pp |
| Annual return | 20.59% | 53.87%-33.3pp | 276.60%-256.0pp | 28.51%-7.9pp |
| Employer contribution / active EE | $3,042 | $3,191-4.7% | $4,644-34.5% | $2,270+34.0% |
| Participant deferral / active EE | $11,296 | $6,073+86.0% | $6,842+65.1% | $3,740+202.1% |
| Admin fee / account holder | $1 | $551-99.9% | $9,309-100.0% | $513-99.9% |