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 99 · EIN 71-0294708 | Other Fees | $186,314 |
Filed as: RESOURCES INV. ADV. FCT STONE ST Service code 99 · EIN 11-1000111 | Other Fees | $75,685 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH BROWN Service code 99 · EIN 22-2000222 | Other Fees | $9,785 |
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 | $131,349 | $79,519+65.2% | $95,952+36.9% | $73,409+78.9% |
| Participation rate | 96.5% | 81.2%+15.3pp | 77.1%+19.4pp | 72.2%+24.3pp |
| Annual return | 12.93% | 19.20%-6.3pp | 91.61%-78.7pp | 59.29%-46.4pp |
| Employer contribution / active EE | $2,801 | $2,048+36.8% | $2,541+10.2% | $2,234+25.4% |
| Participant deferral / active EE | $5,058 | $4,138+22.2% | $4,167+21.4% | $3,805+32.9% |
| Admin fee / account holder | $273 | $184+48.2% | $6,795-96.0% | $158+73.0% |