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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,872 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH+ BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $17,284 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,377 | $26,549+3.1% | $61,373-55.4% | $66,914-59.1% |
| Participation rate | 89.0% | 38.1%+50.9pp | 52.6%+36.4pp | 69.8%+19.2pp |
| Annual return | -15.71% | -16.21%+0.5pp | 338.61%-354.3pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,142 | $651+75.2% | $1,159-1.5% | $2,544-55.1% |
| Participant deferral / active EE | $4,234 | $1,338+216.4% | $2,125+99.3% | $4,237-0.1% |
| Admin fee / account holder | $280 | $409-31.5% | $2,130-86.9% | $593-52.8% |