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 |
|---|---|---|
Filed as: RESOURCES INV. ADV. FCT STONE ST Service code 99 · EIN 43-1451524 | Other Fees | $125,854 |
WITHUMSMITH+BROWN, PC5 years Filed as: WITHUM SMITH BROWN Service code 99 · EIN 22-2027092 | Other Fees | $5,200 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,000 |
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 | $124,291 | $88,890+39.8% | $102,423+21.3% | $77,643+60.1% |
| Participation rate | 96.0% | 80.9%+15.1pp | 76.5%+19.5pp | 70.6%+25.4pp |
| Annual return | 13.82% | 24.98%-11.2pp | 29.32%-15.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $4,632 | $2,698+71.7% | $3,023+53.2% | $2,726+69.9% |
| Participant deferral / active EE | $6,687 | $5,145+30.0% | $5,053+32.3% | $4,647+43.9% |
| Admin fee / account holder | $292 | $235+24.2% | $9,451-96.9% | $430-32.1% |