See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: STACEY BRAUN INC Service code 26 · EIN 13-2889432 | Advisory (Participants) | $106,577 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $496,829 | $80,724+515.5% | $103,333+380.8% | $74,495+566.9% |
| Participation rate | 97.5% | 65.7%+31.8pp | 74.5%+23.0pp | 67.2%+30.3pp |
| Annual return | 21.18% | 27.56%-6.4pp | 24.88%-3.7pp | 1364.94%-1343.8pp |
| Employer contribution / active EE | $7,373 | $3,157+133.5% | $3,868+90.6% | $2,623+181.1% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $503 | $2,368-78.8% | $8,355-94.0% | $1,942-74.1% |