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 | $47,388 |
STOKES FAMILY OFFICE LLC4 years Service code 27 · EIN 83-3656874 | Advisory (Plan) | $33,889 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,997 | $49,693-57.7% | $70,515-70.2% | $74,419-71.8% |
| Participation rate | 71.7% | 64.7%+7.0pp | 68.3%+3.3pp | 70.7%+0.9pp |
| Annual return | 23.58% | 21.22%+2.4pp | 32.77%-9.2pp | 34.38%-10.8pp |
| Employer contribution / active EE | $546 | $1,773-69.2% | $2,973-81.6% | $2,637-79.3% |
| Participant deferral / active EE | $3,453 | $3,376+2.3% | $4,567-24.4% | $4,528-23.7% |
| Admin fee / account holder | $169 | $316-46.4% | $6,412-97.4% | $348-51.3% |