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 7-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 |
|---|---|---|
STOWE & DEGON, LLC1 year Filed as: STOWE & DEGON LLC Service code 10 · EIN 04-3379904 | Accounting | $15,450 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $9,221 |
LPL FINANCIAL3 years Filed as: LPL HOLDINGS, INC. Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,653 |
STANCE CAPITAL3 years Filed as: STANCE CAPITAL, LLC Service code 27 · EIN 81-5170907 | Advisory (Plan) | $7,496 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $189,613-100.0% | $167,512-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 80.1%-80.1pp | 77.1%-77.1pp | 80.1%-80.1pp |
| Annual return | -103.69% | 2024.68%-2128.4pp | 1615.79%-1719.5pp | 217.08%-320.8pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $6,981-100.0% | $6,405-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |