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.9+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $33,656 |
FUND DIRECT ADVISORS9+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $22,833 |
STIFEL NICOLAUS & CO INC9+ years Filed as: STIFEL INVESTMENT SERVICES Service code 27 · EIN 43-1273600 | Advisory (Plan) | $7,181 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS LLP Service code 49 · EIN 44-0160260 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,312 | $56,423+97.3% | $77,163+44.3% | $71,457+55.8% |
| Participation rate | 98.0% | 64.3%+33.7pp | 69.6%+28.4pp | 67.9%+30.1pp |
| Annual return | 12.19% | 19.05%-6.9pp | 37.87%-25.7pp | 28.85%-16.7pp |
| Employer contribution / active EE | $2,668 | $1,866+43.0% | $2,535+5.2% | $2,588+3.1% |
| Participant deferral / active EE | $4,648 | $3,142+48.0% | $3,833+21.3% | $4,289+8.4% |
| Admin fee / account holder | $457 | $1,429-68.0% | $5,472-91.7% | $1,587-71.2% |