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 LLC3 years Service code 27 · EIN 83-3656874 | Advisory (Plan) | $13,239 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,793 |
BOURGEOIS BENNETT LLC2 years Service code 10 · EIN 72-0136870 | Accounting | $11,100 |
THE HASLAUER GROUP, INC.1 year Filed as: THE HASLAUER GROUP, INC Service code 10 · EIN 72-1487108 | Accounting | $4,443 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,742 | $59,417-29.7% | $93,606-55.4% | $74,495-44.0% |
| Participation rate | 82.2% | 59.7%+22.5pp | 68.7%+13.5pp | 67.2%+15.0pp |
| Annual return | 10.70% | 81.83%-71.1pp | 133.20%-122.5pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $3,235 | $1,264+156.0% | $2,420+33.7% | $2,623+23.3% |
| Participant deferral / active EE | $1,950 | $3,050-36.1% | $4,411-55.8% | $4,346-55.1% |
| Admin fee / account holder | $274 | $3,021-90.9% | $8,285-96.7% | $1,942-85.9% |