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 LLC4 years Service code 27 · EIN 83-3656874 | Advisory (Plan) | $57,348 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $46,251 |
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 | $142,193 | $95,274+49.2% | $135,903+4.6% | $74,419+91.1% |
| Participation rate | 76.4% | 78.2%-1.8pp | 81.9%-5.5pp | 70.7%+5.6pp |
| Annual return | 17.98% | 32.77%-14.8pp | 68.23%-50.2pp | 34.38%-16.4pp |
| Employer contribution / active EE | $1,785 | $3,874-53.9% | $4,856-63.2% | $2,637-32.3% |
| Participant deferral / active EE | $6,826 | $7,782-12.3% | $7,758-12.0% | $4,528+50.7% |
| Admin fee / account holder | $413 | $266+55.1% | $10,762-96.2% | $348+18.7% |