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 LLC2 years Service code 27 · EIN 83-3656874 | Advisory (Plan) | $27,775 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,148 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,918 | $58,347-60.7% | $85,682-73.3% | $86,799-73.6% |
| Participation rate | 69.8% | 64.9%+4.9pp | 69.9%-0.1pp | 72.3%-2.5pp |
| Annual return | 12.61% | 18.43%-5.8pp | 21.49%-8.9pp | 97.91%-85.3pp |
| Employer contribution / active EE | $302 | $1,751-82.7% | $2,618-88.5% | $2,405-87.4% |
| Participant deferral / active EE | $2,574 | $3,065-16.0% | $3,923-34.4% | $4,131-37.7% |
| Admin fee / account holder | $217 | $147+47.5% | $6,873-96.8% | $170+28.2% |