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 9-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 |
|---|---|---|
STOKES FAMILY OFFICE LLC1 year Service code 27 · EIN 83-3656874 | Advisory (Plan) | $27,511 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,652 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,483 | $49,451+30.4% | $79,550-18.9% | $66,914-3.6% |
| Participation rate | 70.5% | 61.3%+9.1pp | 69.5%+1.0pp | 69.8%+0.7pp |
| Annual return | -16.44% | 84.25%-100.7pp | 0.16%-16.6pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,663 | $1,266+31.4% | $2,413-31.1% | $2,544-34.7% |
| Participant deferral / active EE | $1,885 | $3,159-40.3% | $3,985-52.7% | $4,237-55.5% |
| Admin fee / account holder | $431 | $595-27.4% | $6,832-93.7% | $593-27.3% |