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 ADVISORS3+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $9,471 |
STANLEY BENEFIT SERVICES, INC.3+ years Filed as: STANLEY BENEFIT SERVICES INC Service code 15 · EIN 20-4006400 | Recordkeeping | $9,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,129 | $50,385-54.1% | $75,670-69.4% | $62,292-62.9% |
| Participation rate | 68.2% | 67.7%+0.5pp | 72.3%-4.2pp | 69.5%-1.3pp |
| Annual return | 14.70% | 19.90%-5.2pp | 27.34%-12.6pp | 28.90%-14.2pp |
| Employer contribution / active EE | $899 | $1,537-41.5% | $2,352-61.8% | $2,042-56.0% |
| Participant deferral / active EE | $1,444 | $2,445-40.9% | $3,142-54.0% | $3,169-54.4% |
| Admin fee / account holder | $81 | $384-79.0% | $5,800-98.6% | $479-83.2% |