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 |
|---|---|---|
STONE HILL FIDUCIARY MANAGEMENT LL10+ years Service code 27 · EIN 45-5608425 | Advisory (Plan) | $33,750 |
CARON & BLETZER, PLLC9+ years Service code 10 · EIN 04-3499945 | Accounting | $10,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,236 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $128,325 | $201,272-36.2% | $184,203-30.3% | $145,922-12.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.58% | 29.00%-15.4pp | 28.81%-15.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $10,108 | $9,806+3.1% | $9,131+10.7% | $6,688+51.1% |
| Admin fee / account holder | $505 | $16,364-96.9% | $13,901-96.4% | $13,397-96.2% |