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 | $8,833 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL INVESTMENT SERVICES Service code 26 · EIN 43-1273600 | Advisory (Participants) | $3,960 |
FUND DIRECT ADVISORS3 years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $3,516 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,595 | $35,986-42.8% | $77,482-73.4% | $73,488-72.0% |
| Participation rate | 35.4% | 40.8%-5.5pp | 54.2%-18.8pp | 70.7%-35.3pp |
| Annual return | 9.41% | 19.26%-9.9pp | 54.79%-45.4pp | 28.51%-19.1pp |
| Employer contribution / active EE | $41 | $557-92.7% | $986-95.9% | $2,270-98.2% |
| Participant deferral / active EE | $827 | $1,198-30.9% | $1,861-55.5% | $3,740-77.9% |
| Admin fee / account holder | $140 | $466-69.9% | $2,858-95.1% | $513-72.7% |