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 ADVISORS6+ years Filed as: FUND DIRECT ADVISORS, INC. Service code 27 · EIN 27-3584365 | Advisory (Plan) | $13,174 |
STANLEY BENEFIT SERVICES, INC.6+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $9,937 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE Service code 18 · EIN 20-0937408 | Shareholder servicing fees; Custodial... | $2,559 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $2,253 |
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.)
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).
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 | $118,747 | $65,041+82.6% | $90,951+30.6% | $79,858+48.7% |
| Participation rate | 64.6% | 61.6%+3.0pp | 69.0%-4.5pp | 69.6%-5.1pp |
| Annual return | 8.92% | 30.45%-21.5pp | 134.60%-125.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $891 | $1,247-28.5% | $2,122-58.0% | $2,471-63.9% |
| Participant deferral / active EE | $3,097 | $2,512+23.3% | $3,373-8.2% | $3,740-17.2% |
| Admin fee / account holder | $423 | $4,536-90.7% | $5,959-92.9% | $5,306-92.0% |