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: STABLE TWO FINANCIAL LLC Service code 27 · EIN 26-4030951 | Advisory (Plan) | $28,254 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,707 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,377 | $60,165+51.9% | $74,183+23.2% | $55,167+65.6% |
| Participation rate | 83.6% | 74.2%+9.5pp | 76.6%+7.0pp | 69.0%+14.6pp |
| Annual return | 7.80% | 10.00%-2.2pp | 17.74%-9.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,924 | $1,600+20.3% | $2,370-18.8% | $1,963-2.0% |
| Participant deferral / active EE | $3,081 | $2,973+3.6% | $3,550-13.2% | $3,054+0.9% |
| Admin fee / account holder | $381 | $419-9.1% | $5,586-93.2% | $504-24.4% |