See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STOKES FAMILY OFFICE LLC1 year Service code 27 · EIN 83-3656874 | Advisory (Plan) | $32,698 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,591 | $51,288-56.0% | $81,983-72.4% | $73,409-69.2% |
| Participation rate | 68.8% | 64.0%+4.8pp | 69.2%-0.5pp | 72.2%-3.4pp |
| Annual return | 14.57% | 29.48%-14.9pp | 41.31%-26.7pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1 | $1,487-99.9% | $2,498-100.0% | $2,234-99.9% |
| Participant deferral / active EE | $2,171 | $2,715-20.1% | $3,722-41.7% | $3,805-43.0% |
| Admin fee / account holder | $188 | $125+49.9% | $5,664-96.7% | $158+18.9% |