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 ADVISORS6+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $10,641 |
STANLEY BENEFIT SERVICES, INC.6+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $1,102 |
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.
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 | $38,286 | $73,638-48.0% | $95,952-60.1% | $73,488-47.9% |
| Participation rate | 57.1% | 76.2%-19.0pp | 77.1%-19.9pp | 70.7%-13.5pp |
| Annual return | 20.87% | 16.78%+4.1pp | 91.61%-70.7pp | 28.51%-7.6pp |
| Employer contribution / active EE | $439 | $1,863-76.4% | $2,541-82.7% | $2,270-80.7% |
| Participant deferral / active EE | $2,283 | $3,617-36.9% | $4,167-45.2% | $3,740-38.9% |
| Admin fee / account holder | $98 | $482-79.7% | $6,795-98.6% | $513-80.9% |