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 |
|---|---|---|
STOKES FAMILY OFFICE LLC5 years Service code 27 · EIN 83-3656874 | Advisory (Plan) | $65,210 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $55,011 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,155 | $106,028+49.2% | $146,958+7.6% | $77,643+103.7% |
| Participation rate | 65.4% | 78.4%-13.0pp | 82.2%-16.7pp | 70.6%-5.2pp |
| Annual return | 14.60% | 56.73%-42.1pp | 418.34%-403.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,556 | $4,063-61.7% | $4,933-68.5% | $2,726-42.9% |
| Participant deferral / active EE | $5,524 | $7,990-30.9% | $8,070-31.6% | $4,647+18.9% |
| Admin fee / account holder | $475 | $337+40.8% | $12,998-96.3% | $430+10.4% |