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 9-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 37 · EIN 04-2647786 | Loan Processing | $36,614 |
Filed as: STONE HILL FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 45-5608425 | Advisory (Plan) | $25,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,523 | $29,369+123.1% | $77,482-15.4% | $73,409-10.7% |
| Participation rate | 91.4% | 37.9%+53.5pp | 54.2%+37.2pp | 72.2%+19.2pp |
| Annual return | 16.60% | 358.15%-341.5pp | 54.79%-38.2pp | 59.29%-42.7pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,410 | $941+368.7% | $1,861+137.0% | $3,805+15.9% |
| Admin fee / account holder | $65 | $123-46.6% | $2,858-97.7% | $158-58.5% |