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 4-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: STONEHILL FIDCUCIARY MANAGEMENT Service code 15 · EIN 45-5608425 | Recordkeeping | $6,016 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $795 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,966 | $51,197+15.2% | $82,719-28.7% | $66,914-11.9% |
| Participation rate | 52.3% | 67.8%-15.5pp | 72.6%-20.3pp | 69.8%-17.5pp |
| Annual return | -16.06% | -9.64%-6.4pp | 701.18%-717.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $146 | $2,611-94.4% | $3,009-95.1% | $2,544-94.2% |
| Participant deferral / active EE | $1,815 | $3,458-47.5% | $4,395-58.7% | $4,237-57.2% |
| Admin fee / account holder | $164 | $416-60.5% | $5,329-96.9% | $593-72.3% |