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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,753 |
STOKES FAMILY OFFICE LLC1 year Service code 27 · EIN 83-3656874 | Advisory (Plan) | $20,285 |
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 | $35,854 | $65,908-45.6% | $81,812-56.2% | $77,643-53.8% |
| Participation rate | 97.8% | 65.8%+32.0pp | 72.3%+25.4pp | 70.6%+27.2pp |
| Annual return | 11.62% | 26.64%-15.0pp | 773.79%-762.2pp | 31.24%-19.6pp |
| Employer contribution / active EE | $897 | $2,370-62.2% | $2,912-69.2% | $2,726-67.1% |
| Participant deferral / active EE | $5,193 | $3,505+48.1% | $4,319+20.3% | $4,647+11.7% |
| Admin fee / account holder | $82 | $526-84.4% | $7,386-98.9% | $430-80.9% |