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 | -$7,660 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,706 | $76,670+161.8% | $96,683+107.6% | $71,457+180.9% |
| Participation rate | 93.3% | 66.6%+26.7pp | 74.3%+18.9pp | 67.9%+25.4pp |
| Annual return | 17.57% | 48.29%-30.7pp | 35.69%-18.1pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,288 | $3,031-57.5% | $3,737-65.5% | $2,588-50.2% |
| Participant deferral / active EE | $10,988 | $3,771+191.4% | $4,878+125.3% | $4,289+156.2% |
| Admin fee / account holder | $108 | $2,028-94.7% | $6,730-98.4% | $1,587-93.2% |