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 |
|---|---|---|
FUND DIRECT ADVISORS4+ years Filed as: FUND DIRECT ADVISORS, INC. Service code 27 · EIN 27-3584365 | Advisory (Plan) | $14,981 |
STANLEY BENEFIT SERVICES, INC.4+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $12,191 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 18 · EIN 20-0937408 | Other fees; Custodial (other than sec... | $4,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,213 | $50,958+102.5% | $74,550+38.4% | $64,186+60.8% |
| Participation rate | 63.9% | 61.1%+2.9pp | 69.1%-5.2pp | 69.6%-5.7pp |
| Annual return | -4.17% | -1.86%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $774 | $1,115-30.6% | $1,961-60.5% | $2,381-67.5% |
| Participant deferral / active EE | $2,401 | $2,301+4.3% | $3,108-22.7% | $3,470-30.8% |
| Admin fee / account holder | $403 | $4,223-90.5% | $5,060-92.0% | $4,888-91.8% |