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: STONEHILL FIDUCIARY Service code 16 · EIN 45-5608425 | Consulting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,979 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,963 | $69,362+169.5% | $101,248+84.7% | $73,488+154.4% |
| Participation rate | 95.4% | 68.4%+27.0pp | 75.8%+19.6pp | 70.7%+24.7pp |
| Annual return | 25.14% | 18.46%+6.7pp | 46.47%-21.3pp | 28.51%-3.4pp |
| Employer contribution / active EE | $1,084 | $2,628-58.8% | $3,660-70.4% | $2,270-52.3% |
| Participant deferral / active EE | $9,449 | $3,300+186.3% | $4,370+116.2% | $3,740+152.7% |
| Admin fee / account holder | $80 | $704-88.6% | $5,945-98.7% | $513-84.4% |