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 LLC2 years Service code 27 · EIN 83-3656874 | Advisory (Plan) | $24,824 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,796 |
BOURGEOIS BENNETT LLC1 year Service code 10 · EIN 72-0136870 | Accounting | $6,200 |
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 | $40,643 | $54,701-25.7% | $86,188-52.8% | $71,457-43.1% |
| Participation rate | 72.7% | 60.1%+12.6pp | 69.0%+3.8pp | 67.9%+4.8pp |
| Annual return | 13.84% | 20.06%-6.2pp | 1168.45%-1154.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $6,339 | $1,265+401.1% | $2,380+166.3% | $2,588+145.0% |
| Participant deferral / active EE | $2,031 | $3,108-34.6% | $3,985-49.0% | $4,289-52.6% |
| Admin fee / account holder | $397 | $1,922-79.3% | $6,852-94.2% | $1,587-75.0% |