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 | $97,701 |
STOKES FAMILY OFFICE LLC4 years Service code 27 · EIN 83-3656874 | Advisory (Plan) | $49,981 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $26,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,283 | $84,993-18.5% | $129,995-46.7% | $80,160-13.6% |
| Participation rate | 90.5% | 79.5%+11.0pp | 78.5%+12.0pp | 72.9%+17.5pp |
| Annual return | 20.42% | 23.76%-3.3pp | -137.18%+157.6pp | 40.38%-20.0pp |
| Employer contribution / active EE | $1,597 | $3,051-47.6% | $4,320-63.0% | $2,978-46.4% |
| Participant deferral / active EE | $4,422 | $4,984-11.3% | $5,820-24.0% | $5,017-11.9% |
| Admin fee / account holder | $165 | $391-57.7% | $10,614-98.4% | $145+14.1% |