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 ADVISORS2 years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $21,163 |
Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $20,244 |
PRONVEST2 years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $14,528 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,117 | $82,978-25.1% | $129,995-52.2% | $71,457-13.1% |
| Participation rate | 84.5% | 74.1%+10.4pp | 78.5%+6.0pp | 67.9%+16.6pp |
| Annual return | 17.11% | 20.60%-3.5pp | -137.18%+154.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,562 | $4,432-19.6% | $5,820-38.8% | $4,289-17.0% |
| Admin fee / account holder | $366 | $1,729-78.9% | $10,614-96.6% | $1,587-77.0% |