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 6-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 |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.1+ years Service code 15 · EIN 20-4006400 | Recordkeeping | $17,890 |
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 | $21,869 | $52,293-58.2% | $178,490-87.7% | $73,409-70.2% |
| Participation rate | 94.4% | 65.3%+29.0pp | 81.9%+12.5pp | 72.2%+22.2pp |
| Annual return | 0.00% | 34.75%-34.7pp | 151.07%-151.1pp | 59.29%-59.3pp |
| Employer contribution / active EE | $1,238 | $1,735-28.7% | $5,011-75.3% | $2,234-44.6% |
| Participant deferral / active EE | $2,766 | $2,332+18.6% | $5,202-46.8% | $3,805-27.3% |
| Admin fee / account holder | $51 | $127-60.0% | $13,984-99.6% | $158-67.7% |