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, GRAHAM & COMPANY Service code 50 P.O. BOX 20210 · AMARILLO, TX 79114 | Direct Payment | $9,400 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,183 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,312 | $73,102-58.5% | $123,544-75.5% | $56,287-46.1% |
| Participation rate | 91.4% | 74.3%+17.0pp | 82.3%+9.1pp | 69.9%+21.5pp |
| Annual return | -7.30% | 3.01%-10.3pp | 119.20%-126.5pp | -9.96%+2.7pp |
| Employer contribution / active EE | $408 | $2,977-86.3% | $4,628-91.2% | $2,111-80.7% |
| Participant deferral / active EE | $3,145 | $5,423-42.0% | $6,426-51.0% | $3,350-6.1% |
| Admin fee / account holder | $77 | $554-86.2% | $9,284-99.2% | $521-85.3% |