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 | $65,225 |
STOKES FAMILY OFFICE LLC5 years Service code 27 · EIN 83-3656874 | Advisory (Plan) | $47,361 |
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 | $24,287 | $55,416-56.2% | $75,972-68.0% | $77,643-68.7% |
| Participation rate | 69.6% | 63.6%+6.0pp | 69.1%+0.6pp | 70.6%-1.0pp |
| Annual return | 15.70% | 17.07%-1.4pp | 359.55%-343.8pp | 31.24%-15.5pp |
| Employer contribution / active EE | $339 | $1,788-81.1% | $2,685-87.4% | $2,726-87.6% |
| Participant deferral / active EE | $3,101 | $3,447-10.0% | $4,255-27.1% | $4,647-33.3% |
| Admin fee / account holder | $220 | $414-46.9% | $6,467-96.6% | $430-48.9% |