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 6-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 |
|---|---|---|
SILVERSTONE ASSET MANAGEMENT INC2+ years Filed as: SILVERSTONE ASSET MANAGEMENT Service code 27 · EIN 20-1113894 | Advisory (Plan) | $30,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,663 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,510 | $66,813+57.9% | $100,516+5.0% | $73,488+43.6% |
| Participation rate | 98.4% | 77.5%+21.0pp | 79.4%+19.0pp | 70.7%+27.8pp |
| Annual return | 13.56% | 25.70%-12.1pp | 30.89%-17.3pp | 28.51%-15.0pp |
| Employer contribution / active EE | $4,319 | $2,147+101.2% | $3,418+26.4% | $2,270+90.2% |
| Participant deferral / active EE | $7,883 | $5,883+34.0% | $6,270+25.7% | $3,740+110.8% |
| Admin fee / account holder | $179 | $512-65.0% | $8,081-97.8% | $513-65.1% |