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: STONE HILL FIDUCIARY LLC Service code 28 · EIN 11-8506778 | Investment Management | $10,500 |
Filed as: STONE HILL FIDUCIARY MANAGEMEN Service code 28 · EIN 45-5608425 | Investment Management | $10,500 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $5,871 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,844 | $65,435+72.5% | $86,677+30.2% | $66,914+68.6% |
| Participation rate | 94.9% | 75.5%+19.4pp | 76.6%+18.3pp | 69.8%+25.1pp |
| Annual return | -19.66% | -10.89%-8.8pp | 35.91%-55.6pp | 1.58%-21.2pp |
| Employer contribution / active EE | $2,215 | $2,153+2.9% | $2,836-21.9% | $2,544-12.9% |
| Participant deferral / active EE | $8,785 | $4,100+114.3% | $4,656+88.7% | $4,237+107.4% |
| Admin fee / account holder | $124 | $642-80.7% | $7,493-98.3% | $593-79.1% |