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 27 · EIN 27-3584365 | Advisory (Plan) | $10,336 |
STANLEY BENEFIT SERVICES, INC.5+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $3,023 |
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 | $28,814 | $65,376-55.9% | $87,100-66.9% | $65,185-55.8% |
| Participation rate | 60.0% | 75.3%-15.3pp | 76.9%-16.9pp | 70.2%-10.2pp |
| Annual return | 23.22% | 31.27%-8.1pp | 28.19%-5.0pp | 29.38%-6.2pp |
| Employer contribution / active EE | $310 | $1,822-83.0% | $2,521-87.7% | $2,177-85.8% |
| Participant deferral / active EE | $1,853 | $3,388-45.3% | $4,049-54.2% | $3,514-47.3% |
| Admin fee / account holder | $97 | $520-81.4% | $7,497-98.7% | $847-88.6% |