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 |
|---|---|---|
Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $27,305 |
PRONVEST3 years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $18,013 |
FUND DIRECT ADVISORS3 years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $17,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,173 | $88,083-31.7% | $164,813-63.5% | $74,495-19.2% |
| Participation rate | 89.6% | 73.0%+16.5pp | 78.6%+11.0pp | 67.2%+22.4pp |
| Annual return | 14.42% | 17.26%-2.8pp | 69.93%-55.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,047 | $2,593-59.6% | $4,341-75.9% | $2,623-60.1% |
| Participant deferral / active EE | $4,932 | $4,498+9.7% | $6,031-18.2% | $4,346+13.5% |
| Admin fee / account holder | $424 | $2,234-81.0% | $12,690-96.7% | $1,942-78.2% |