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 ADVISORS4+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $9,505 |
STANLEY BENEFIT SERVICES, INC.4+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $3,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $24,833 | $59,186-58.0% | $76,768-67.7% | $56,287-55.9% |
| Participation rate | 53.5% | 75.2%-21.7pp | 77.0%-23.4pp | 69.9%-16.3pp |
| Annual return | -4.60% | 6.62%-11.2pp | 2.43%-7.0pp | -9.96%+5.4pp |
| Employer contribution / active EE | $281 | $1,759-84.0% | $2,485-88.7% | $2,111-86.7% |
| Participant deferral / active EE | $1,703 | $3,255-47.7% | $3,852-55.8% | $3,350-49.2% |
| Admin fee / account holder | $107 | $489-78.2% | $6,675-98.4% | $521-79.5% |