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 | $211,541 |
Filed as: RESOURCES INV. ADV. FCT STONE ST Service code 99 · EIN 11-1000111 | Other Fees | $80,005 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM SMITH BROWN Service code 99 · EIN 22-2027092 | Other Fees | $19,240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,572 | $72,254+73.8% | $86,677+44.9% | $64,808+93.8% |
| Participation rate | 95.3% | 80.4%+14.9pp | 76.6%+18.7pp | 71.5%+23.8pp |
| Annual return | -15.72% | 392.42%-408.1pp | 35.91%-51.6pp | 32.82%-48.5pp |
| Employer contribution / active EE | $4,505 | $2,393+88.3% | $2,836+58.8% | $2,506+79.8% |
| Participant deferral / active EE | $5,950 | $4,658+27.7% | $4,656+27.8% | $4,310+38.0% |
| Admin fee / account holder | $321 | $174+84.8% | $7,493-95.7% | $188+71.1% |