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 | $226,107 |
Filed as: RESOURCES INV. ADV. FCT STONE ST Service code 99 · EIN 11-1000111 | Other Fees | $90,435 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH BROWN Service code 99 · EIN 22-2027092 | Other Fees | $11,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,689 | $185,342-26.8% | $111,297+21.9% | $86,799+56.3% |
| Participation rate | 95.2% | 81.0%+14.2pp | 77.3%+17.9pp | 72.3%+22.9pp |
| Annual return | 13.75% | 500.80%-487.0pp | 54.65%-40.9pp | 97.91%-84.2pp |
| Employer contribution / active EE | $5,226 | $2,246+132.7% | $2,731+91.4% | $2,405+117.3% |
| Participant deferral / active EE | $5,641 | $4,458+26.5% | $4,487+25.7% | $4,131+36.5% |
| Admin fee / account holder | $303 | $255+18.5% | $7,964-96.2% | $170+78.6% |