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: STONE HILL FIDUCIARY MANAGEMENT, LL Service code 27 1010 NORTHERN BLVD STE 308 · GREAT NECK, NY 11021 | Advisory (Plan) | $20,000 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,151 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $458 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,053 | $58,655-36.8% | $91,989-59.7% | $65,185-43.2% |
| Participation rate | 89.6% | 75.3%+14.3pp | 78.6%+11.0pp | 70.2%+19.4pp |
| Annual return | 19.59% | 33.92%-14.3pp | 69.02%-49.4pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,069 | $2,080-48.6% | $3,452-69.0% | $2,177-50.9% |
| Participant deferral / active EE | $2,911 | $5,474-46.8% | $5,923-50.9% | $3,514-17.2% |
| Admin fee / account holder | $384 | $434-11.7% | $7,743-95.0% | $847-54.7% |