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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,605 |
STOKES FAMILY OFFICE LLC3 years Service code 27 · EIN 83-3656874 | Advisory (Plan) | $25,670 |
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).
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 | $15,781 | $44,764-64.7% | $68,791-77.1% | $64,808-75.6% |
| Participation rate | 66.8% | 64.8%+2.1pp | 69.0%-2.2pp | 71.5%-4.6pp |
| Annual return | -8.58% | -10.91%+2.3pp | -6.38%-2.2pp | 32.82%-41.4pp |
| Employer contribution / active EE | $330 | $1,775-81.4% | $2,655-87.6% | $2,506-86.8% |
| Participant deferral / active EE | $2,457 | $3,238-24.1% | $3,941-37.7% | $4,310-43.0% |
| Admin fee / account holder | $142 | $151-5.8% | $4,932-97.1% | $188-24.1% |