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 | $87,240 |
STOKES FAMILY OFFICE LLC2 years Service code 27 · EIN 83-3656874 | Advisory (Plan) | $49,990 |
BRIGGS & VESELKA CO.1 year Service code 10 · EIN 74-1769118 | Accounting | $11,500 |
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 | $78,866 | $86,225-8.5% | $146,665-46.2% | $86,799-9.1% |
| Participation rate | 88.1% | 78.0%+10.1pp | 80.1%+8.0pp | 72.3%+15.8pp |
| Annual return | 15.78% | 31.23%-15.4pp | 22.74%-7.0pp | 97.91%-82.1pp |
| Employer contribution / active EE | $1,482 | $2,392-38.0% | $4,136-64.2% | $2,405-38.4% |
| Participant deferral / active EE | $4,228 | $4,245-0.4% | $5,506-23.2% | $4,131+2.4% |
| Admin fee / account holder | $159 | $195-18.6% | $10,280-98.5% | $170-6.3% |