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 | $212,860 |
Filed as: RESOURCES INV. ADV. FCT STONE ST Service code 99 · EIN 11-1000111 | Other Fees | $90,048 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUM SMITH BROWN Service code 99 · EIN 22-2027092 | Other Fees | $22,074 |
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 | $123,723 | $99,078+24.9% | $96,544+28.2% | $74,419+66.3% |
| Participation rate | 95.6% | 80.7%+15.0pp | 76.0%+19.7pp | 70.7%+24.9pp |
| Annual return | 23.37% | 22.48%+0.9pp | 25.84%-2.5pp | 34.38%-11.0pp |
| Employer contribution / active EE | $4,503 | $2,570+75.2% | $2,965+51.9% | $2,637+70.7% |
| Participant deferral / active EE | $6,071 | $4,933+23.1% | $4,851+25.1% | $4,528+34.1% |
| Admin fee / account holder | $266 | $225+18.4% | $8,252-96.8% | $348-23.5% |