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 FIDCUCIARY MANAGEMENT Service code 15 · EIN 45-5608425 | Recordkeeping | $19,986 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,822 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,739 | $55,371+72.9% | $95,585+0.2% | $74,304+28.8% |
| Participation rate | 62.9% | 53.8%+9.1pp | 72.1%-9.1pp | 60.3%+2.6pp |
| Annual return | 17.87% | 24.26%-6.4pp | 38.56%-20.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $2,330 | $1,437+62.1% | $2,527-7.8% | $2,241+4.0% |
| Participant deferral / active EE | $5,240 | $2,955+77.3% | $4,023+30.3% | $3,767+39.1% |
| Admin fee / account holder | $220 | $2,620-91.6% | $6,127-96.4% | $2,969-92.6% |