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) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $127 |
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 | $223,192 | $80,724+176.5% | $103,333+116.0% | $74,495+199.6% |
| Participation rate | 90.9% | 65.7%+25.2pp | 74.5%+16.4pp | 67.2%+23.7pp |
| Annual return | 17.45% | 27.56%-10.1pp | 24.88%-7.4pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $1,138 | $3,157-64.0% | $3,868-70.6% | $2,623-56.6% |
| Participant deferral / active EE | $10,643 | $3,860+175.7% | $5,057+110.4% | $4,346+144.9% |
| Admin fee / account holder | $185 | $2,368-92.2% | $8,355-97.8% | $1,942-90.5% |