See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: STANLEY BENEFIT SERVICES INC Service code 20 · EIN 20-4006400 | Trustee (bank, trust company, or simi... | $27,921 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,197 | $55,331-88.8% | $81,812-92.4% | $199,593-96.9% |
| Participation rate | 83.3% | 62.5%+20.8pp | 72.3%+11.0pp | 72.0%+11.4pp |
| Annual return | 12.93% | 19.59%-6.7pp | 773.79%-760.9pp | 34.25%-21.3pp |
| Employer contribution / active EE | $257 | $2,101-87.8% | $2,912-91.2% | $3,034-91.5% |
| Participant deferral / active EE | $922 | $3,283-71.9% | $4,319-78.7% | $5,087-81.9% |
| Admin fee / account holder | $12 | $346-96.6% | $7,386-99.8% | $269-95.6% |