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.5+ years Service code 15 · EIN 20-4006400 | Recordkeeping | $34,228 |
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 | $32,106 | $50,815-36.8% | $155,509-79.4% | $77,643-58.6% |
| Participation rate | 85.3% | 63.1%+22.2pp | 78.2%+7.1pp | 70.6%+14.8pp |
| Annual return | 16.41% | 34.80%-18.4pp | 64.67%-48.3pp | 31.24%-14.8pp |
| Employer contribution / active EE | $2,137 | $1,993+7.3% | $4,672-54.3% | $2,726-21.6% |
| Participant deferral / active EE | $2,907 | $2,822+3.0% | $5,626-48.3% | $4,647-37.4% |
| Admin fee / account holder | $96 | $437-77.9% | $15,912-99.4% | $430-77.6% |