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 |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.8+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $18,640 |
FUND DIRECT ADVISORS8+ years Filed as: FUND DIRECT ADVISORS, INC. Service code 27 · EIN 27-3584365 | Advisory (Plan) | $14,990 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,966 | $59,805+47.1% | $79,550+10.6% | $68,494+28.4% |
| Participation rate | 70.4% | 61.1%+9.3pp | 69.5%+0.9pp | 67.9%+2.5pp |
| Annual return | -12.48% | -12.30%-0.2pp | 0.16%-12.6pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,286 | $1,505-14.5% | $2,413-46.7% | $2,596-50.5% |
| Participant deferral / active EE | $4,284 | $3,024+41.6% | $3,985+7.5% | $4,027+6.4% |
| Admin fee / account holder | $370 | $4,835-92.4% | $6,832-94.6% | $5,403-93.2% |