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: BROWN LISLE/CUMMINGS INC Service code 55 · EIN 05-0310503 | Other Commissions | $81,866 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,219 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,657 | $82,202-3.1% | $125,339-36.4% | $64,808+22.9% |
| Participation rate | 86.0% | 77.9%+8.1pp | 82.4%+3.6pp | 71.5%+14.5pp |
| Annual return | -14.81% | 3.48%-18.3pp | 572.05%-586.9pp | 32.82%-47.6pp |
| Employer contribution / active EE | $2,655 | $3,615-26.6% | $4,814-44.8% | $2,506+6.0% |
| Participant deferral / active EE | $12,163 | $7,175+69.5% | $7,446+63.3% | $4,310+182.2% |
| Admin fee / account holder | $3 | $163-98.2% | $10,010-100.0% | $188-98.5% |