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 LLC3 years Service code 27 · EIN 83-3656874 | Advisory (Plan) | $59,502 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $49,246 |
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 | $122,414 | $82,202+48.9% | $125,339-2.3% | $64,808+88.9% |
| Participation rate | 74.9% | 77.9%-3.0pp | 82.4%-7.5pp | 71.5%+3.4pp |
| Annual return | -16.03% | 3.48%-19.5pp | 572.05%-588.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,743 | $3,615-51.8% | $4,814-63.8% | $2,506-30.4% |
| Participant deferral / active EE | $6,082 | $7,175-15.2% | $7,446-18.3% | $4,310+41.1% |
| Admin fee / account holder | $432 | $163+164.4% | $10,010-95.7% | $188+129.8% |