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 |
|---|---|---|
Filed as: STANLEY BENEFIT SERVICES Service code 37 · EIN 20-4006400 | Loan Processing | $8,415 |
FUND DIRECT ADVISORS2 years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $3,708 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL INVESTMENT SERVICES Service code 26 · EIN 43-1273600 | Advisory (Participants) | $3,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,523 | $25,302-18.9% | $74,701-72.5% | $67,579-69.6% |
| Participation rate | 44.6% | 37.8%+6.8pp | 54.5%-9.8pp | 71.3%-26.6pp |
| Annual return | 22.82% | 10291.17%-10268.3pp | 752.92%-730.1pp | 378.56%-355.7pp |
| Employer contribution / active EE | $60 | $446-86.7% | $1,084-94.5% | $2,148-97.2% |
| Participant deferral / active EE | $752 | $954-21.2% | $1,964-61.7% | $3,539-78.8% |
| Admin fee / account holder | $109 | $108+1.4% | $3,333-96.7% | $142-23.3% |