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 MANAGEMENT LLC Service code 27 1010 NORTHERN BLVD STE 308 · GREAT NECK, NY 11021 | Advisory (Plan) | $10,000 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,074 | $49,227-71.4% | $70,449-80.0% | $79,858-82.4% |
| Participation rate | 38.3% | 69.2%-30.8pp | 75.1%-36.7pp | 69.6%-31.3pp |
| Annual return | 20.10% | 30.06%-10.0pp | 109.03%-88.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $532 | $2,099-74.6% | $2,737-80.5% | $2,471-78.5% |
| Participant deferral / active EE | $1,103 | $2,768-60.2% | $3,709-70.3% | $3,740-70.5% |
| Admin fee / account holder | $147 | $2,878-94.9% | $3,845-96.2% | $5,306-97.2% |