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 ADVISORS1 year Service code 27 · EIN 27-3584365 | Advisory (Plan) | $19,197 |
Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $18,419 |
PRONVEST1 year Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $11,195 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,403 | $86,655-33.8% | $119,609-52.0% | $66,914-14.2% |
| Participation rate | 84.4% | 75.6%+8.9pp | 79.3%+5.2pp | 69.8%+14.6pp |
| Annual return | -9.80% | -8.00%-1.8pp | -14.97%+5.2pp | 1.58%-11.4pp |
| Employer contribution / active EE | $786 | $2,536-69.0% | $4,232-81.4% | $2,544-69.1% |
| Participant deferral / active EE | $3,191 | $4,358-26.8% | $5,602-43.0% | $4,237-24.7% |
| Admin fee / account holder | $386 | $755-48.8% | $10,323-96.3% | $593-34.9% |