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 27 · EIN 45-5608425 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$223 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,086 | $64,119+152.8% | $112,228+44.4% | $66,914+142.2% |
| Participation rate | 90.1% | 68.5%+21.6pp | 75.1%+15.0pp | 69.8%+20.3pp |
| Annual return | -17.04% | -13.81%-3.2pp | 27.45%-44.5pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,149 | $3,005-61.8% | $3,635-68.4% | $2,544-54.8% |
| Participant deferral / active EE | $9,602 | $3,693+160.0% | $4,728+103.1% | $4,237+126.6% |
| Admin fee / account holder | $149 | $625-76.1% | $6,410-97.7% | $593-74.8% |