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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,349 |
STOKES FAMILY OFFICE LLC1 year Service code 27 · EIN 83-3656874 | Advisory (Plan) | $17,047 |
BKD, LLP3 years Filed as: LAPORTE, APAC Service code 10 · EIN 72-1088864 | Accounting | $6,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $148,226 | $99,957+48.3% | $149,696-1.0% | $73,488+101.7% |
| Participation rate | 81.1% | 75.7%+5.4pp | 82.5%-1.4pp | 70.7%+10.4pp |
| Annual return | 13.55% | 53.87%-40.3pp | 276.60%-263.1pp | 28.51%-15.0pp |
| Employer contribution / active EE | $3,500 | $3,191+9.7% | $4,644-24.6% | $2,270+54.2% |
| Participant deferral / active EE | $6,443 | $6,073+6.1% | $6,842-5.8% | $3,740+72.3% |
| Admin fee / account holder | $192 | $551-65.1% | $9,309-97.9% | $513-62.6% |