See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONE HILL FIDUCIARY Service code 27 · EIN 45-5608425 | Advisory (Plan) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,972 | $62,127+258.9% | $81,382+174.0% | $74,495+199.3% |
| Participation rate | 61.9% | 64.0%-2.2pp | 69.5%-7.6pp | 67.2%-5.3pp |
| Annual return | 12.62% | 16.48%-3.9pp | 24.73%-12.1pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $884 | $1,882-53.0% | $2,463-64.1% | $2,623-66.3% |
| Participant deferral / active EE | $6,734 | $3,229+108.6% | $3,883+73.4% | $4,346+55.0% |
| Admin fee / account holder | $354 | $1,934-81.7% | $5,768-93.9% | $1,942-81.8% |