See peer percentile detail. $4.99 for your first month.
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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 ADVISORS7+ years Filed as: FUND DIRECT ADVISORS, INC. Service code 27 · EIN 27-3584365 | Advisory (Plan) | $15,235 |
STANLEY BENEFIT SERVICES, INC.7+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $12,523 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX Service code 18 · EIN 75-3182674 | Direct payment from the plan; Trustee... | $5,299 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Shareholder servicing fees; Trustee (... | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,687 | $70,428+48.6% | $96,562+8.4% | $85,850+21.9% |
| Participation rate | 59.2% | 61.8%-2.6pp | 69.8%-10.6pp | 69.3%-10.1pp |
| Annual return | 10.43% | 18.59%-8.2pp | 37.78%-27.4pp | 318.53%-308.1pp |
| Employer contribution / active EE | $985 | $1,413-30.3% | $2,356-58.2% | $2,565-61.6% |
| Participant deferral / active EE | $3,313 | $2,894+14.5% | $3,849-13.9% | $3,952-16.2% |
| Admin fee / account holder | $411 | $4,997-91.8% | $6,181-93.4% | $6,260-93.4% |