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.6+ years Service code 15 · EIN 20-4006400 | Recordkeeping | $34,001 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,905 | $50,982-23.7% | $154,803-74.9% | $85,563-54.5% |
| Participation rate | 87.5% | 59.8%+27.8pp | 78.1%+9.5pp | 66.0%+21.6pp |
| Annual return | 16.04% | 30.35%-14.3pp | 58.88%-42.8pp | 31.51%-15.5pp |
| Employer contribution / active EE | $2,145 | $1,708+25.5% | $4,305-50.2% | $2,654-19.2% |
| Participant deferral / active EE | $2,970 | $2,474+20.0% | $5,540-46.4% | $4,375-32.1% |
| Admin fee / account holder | $94 | $846-88.9% | $14,329-99.3% | $834-88.8% |