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 64 · EIN 71-0294708 | Recordkeeping Fees | $129,791 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $92,903 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN PC Service code 99 · EIN 22-2027092 | Other Fees | $23,999 |
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 | $122,891 | $73,404+67.4% | $87,100+41.1% | $67,579+81.8% |
| Participation rate | 97.7% | 80.9%+16.8pp | 76.9%+20.8pp | 71.3%+26.4pp |
| Annual return | 20.44% | 48.29%-27.9pp | 28.19%-7.7pp | 378.56%-358.1pp |
| Employer contribution / active EE | $4,038 | $2,014+100.5% | $2,521+60.1% | $2,148+88.0% |
| Participant deferral / active EE | $4,932 | $3,913+26.1% | $4,049+21.8% | $3,539+39.4% |
| Admin fee / account holder | $210 | $142+48.2% | $7,497-97.2% | $142+47.4% |