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 | $90,294 |
STOKES FAMILY OFFICE LLC1 year Service code 27 · EIN 83-3656874 | Advisory (Plan) | $49,988 |
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 | $69,511 | $78,419-11.4% | $133,956-48.1% | $73,409-5.3% |
| Participation rate | 90.0% | 78.6%+11.4pp | 79.8%+10.1pp | 72.2%+17.8pp |
| Annual return | 16.70% | 33.35%-16.7pp | 45.09%-28.4pp | 59.29%-42.6pp |
| Employer contribution / active EE | $1,337 | $2,044-34.6% | $3,919-65.9% | $2,234-40.2% |
| Participant deferral / active EE | $3,882 | $3,925-1.1% | $5,048-23.1% | $3,805+2.0% |
| Admin fee / account holder | $150 | $161-7.0% | $8,927-98.3% | $158-5.0% |