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 |
|---|---|---|
STONE HILL FIDUCIARY MANAGEMENT LL10+ years Filed as: STONE HILL FIDUCIARY MANAGEMENT, L Service code 27 · EIN 45-5608425 | Advisory (Plan) | $42,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $21,944 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,066 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,101 | $88,890-38.0% | $102,423-46.2% | $77,643-29.0% |
| Participation rate | 81.8% | 80.9%+0.9pp | 76.5%+5.4pp | 70.6%+11.3pp |
| Annual return | 16.83% | 24.98%-8.2pp | 29.32%-12.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $1,411 | $2,698-47.7% | $3,023-53.3% | $2,726-48.2% |
| Participant deferral / active EE | $4,928 | $5,145-4.2% | $5,053-2.5% | $4,647+6.1% |
| Admin fee / account holder | $124 | $235-47.5% | $9,451-98.7% | $430-71.3% |