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 Service code 26 · EIN 27-3584365 | Advisory (Participants) | $9,089 |
STANLEY BENEFIT SERVICES, INC.5+ years Filed as: STANLEY BENEFIT SERVICES INC Service code 15 · EIN 20-4006400 | Recordkeeping | $7,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,263 | $58,927-1.1% | $76,817-24.2% | $72,985-20.2% |
| Participation rate | 68.6% | 67.3%+1.3pp | 72.1%-3.5pp | 69.5%-0.9pp |
| Annual return | 17.19% | 2305.64%-2288.5pp | 1166.11%-1148.9pp | 81.00%-63.8pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,737 | $2,690+1.7% | $3,336-17.9% | $3,607-24.1% |
| Admin fee / account holder | $224 | $4,013-94.4% | $6,420-96.5% | $5,124-95.6% |