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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,572 |
SA STONE WEALTH MANAGEMENT2 years Filed as: SA STONE WEALTH MANAGEMENT INC Service code 49 · EIN 75-2975513 | Other Services | $9,304 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,630 | $69,362+27.8% | $101,248-12.5% | $73,488+20.6% |
| Participation rate | 27.5% | 68.4%-40.9pp | 75.8%-48.3pp | 70.7%-43.2pp |
| Annual return | 13.28% | 18.46%-5.2pp | 46.47%-33.2pp | 28.51%-15.2pp |
| Employer contribution / active EE | $977 | $2,628-62.8% | $3,660-73.3% | $2,270-56.9% |
| Participant deferral / active EE | $1,945 | $3,300-41.1% | $4,370-55.5% | $3,740-48.0% |
| Admin fee / account holder | $558 | $704-20.8% | $5,945-90.6% | $513+8.7% |