See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CARL STUART INVESTMENT ADVISORS3+ years Service code 27 · EIN 74-2862133 | Advisory (Plan) | $111,943 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,093 | $77,503+26.6% | $100,391-2.3% | $80,856+21.3% |
| Participation rate | 97.1% | 76.9%+20.2pp | 81.5%+15.7pp | 67.6%+29.5pp |
| Annual return | 14.69% | 37.20%-22.5pp | 49.20%-34.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,981 | $2,801+6.4% | $3,942-24.4% | $2,755+8.2% |
| Participant deferral / active EE | $8,876 | $6,820+30.1% | $8,082+9.8% | $4,296+106.6% |
| Admin fee / account holder | $768 | $5,897-87.0% | $7,899-90.3% | $6,918-88.9% |