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 |
|---|---|---|
FUND DIRECT ADVISORS10+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $21,420 |
STANLEY BENEFIT SERVICES, INC.10+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $20,123 |
STIFEL NICOLAUS & CO INC10+ years Filed as: STIFEL INVESTMENT SERVICES Service code 27 · EIN 43-1273600 | Advisory (Plan) | $16,937 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,388 | $62,127+87.3% | $81,382+43.0% | $74,495+56.2% |
| Participation rate | 94.4% | 64.0%+30.4pp | 69.5%+24.9pp | 67.2%+27.2pp |
| Annual return | 12.51% | 16.48%-4.0pp | 24.73%-12.2pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $14,803 | $1,882+686.4% | $2,463+501.1% | $2,623+464.4% |
| Participant deferral / active EE | $4,711 | $3,229+45.9% | $3,883+21.3% | $4,346+8.4% |
| Admin fee / account holder | $465 | $1,934-75.9% | $5,768-91.9% | $1,942-76.0% |