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 ADVISORS5+ years Filed as: FUND DIRECT ADVISORS, INC. Service code 27 · EIN 27-3584365 | Advisory (Plan) | $14,887 |
STANLEY BENEFIT SERVICES, INC.5+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $12,192 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 18 · EIN 20-0937408 | Direct payment from the plan; Trustee... | $4,271 |
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 | $114,326 | $58,512+95.4% | $84,015+36.1% | $72,985+56.6% |
| Participation rate | 58.8% | 61.2%-2.5pp | 69.0%-10.2pp | 69.5%-10.7pp |
| Annual return | 16.82% | 28.93%-12.1pp | 71.31%-54.5pp | 81.00%-64.2pp |
| Employer contribution / active EE | $798 | $1,163-31.4% | $1,983-59.8% | $2,440-67.3% |
| Participant deferral / active EE | $2,635 | $2,394+10.1% | $3,239-18.6% | $3,607-26.9% |
| Admin fee / account holder | $397 | $4,569-91.3% | $6,101-93.5% | $5,124-92.3% |