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: SILVERSTONE ASSET MANAGEMENT, INC. Service code 15 · EIN 20-1113894 | Recordkeeping | $20,656 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,630 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,714 | $86,929-38.2% | $102,423-47.6% | $80,856-33.6% |
| Participation rate | 67.8% | 72.4%-4.6pp | 76.5%-8.7pp | 67.6%+0.2pp |
| Annual return | 20.78% | 18.88%+1.9pp | 29.32%-8.5pp | 35.59%-14.8pp |
| Employer contribution / active EE | $1,929 | $2,369-18.6% | $3,023-36.2% | $2,755-30.0% |
| Participant deferral / active EE | $4,220 | $4,118+2.5% | $5,053-16.5% | $4,296-1.8% |
| Admin fee / account holder | $282 | $8,049-96.5% | $9,451-97.0% | $6,918-95.9% |