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 |
|---|---|---|
WITHUMSMITHANDBROWN, PC1 year Service code 50 P.O. BOX 5340 · PRINCETON, NJ 08543 | Direct Payment | $20,800 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,753 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,278 | $201,259+32.3% | $184,200+44.6% | $145,959+82.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.77% | 28.98%-15.2pp | 28.80%-15.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $7,368 | $7,018+5.0% | $6,424+14.7% | $4,661+58.1% |
| Participant deferral / active EE | $23,846 | $9,806+143.2% | $9,132+161.1% | $6,689+256.5% |
| Admin fee / account holder | $203 | $16,372-98.8% | $13,907-98.5% | $13,398-98.5% |