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 |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.8+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $27,138 |
FUND DIRECT ADVISORS8+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $19,271 |
STIFEL NICOLAUS & CO INC8+ years Filed as: STIFEL INVESTMENT SERVICES Service code 27 · EIN 43-1273600 | Advisory (Plan) | $15,159 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 49 · EIN 44-0160260 | Other Services | $10,500 |
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 | $107,298 | $50,199+113.7% | $70,092+53.1% | $66,914+60.4% |
| Participation rate | 99.0% | 66.3%+32.7pp | 70.5%+28.6pp | 69.8%+29.2pp |
| Annual return | -12.57% | -13.85%+1.3pp | 190.73%-203.3pp | 1.58%-14.2pp |
| Employer contribution / active EE | $7,197 | $1,864+286.1% | $2,559+181.3% | $2,544+182.9% |
| Participant deferral / active EE | $3,851 | $3,112+23.7% | $3,849+0.1% | $4,237-9.1% |
| Admin fee / account holder | $487 | $600-18.8% | $6,267-92.2% | $593-17.9% |