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 | $5,216 |
FUND DIRECT ADVISORS5 years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $2,987 |
STIFEL NICOLAUS & CO INC5 years Filed as: STIFEL INVESTMENT SERVICES Service code 26 · EIN 43-1273600 | Advisory (Participants) | $2,765 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,429 | $26,549-34.4% | $61,373-71.6% | $66,914-74.0% |
| Participation rate | 47.1% | 38.1%+9.0pp | 52.6%-5.5pp | 69.8%-22.7pp |
| Annual return | -14.10% | -16.21%+2.1pp | 338.61%-352.7pp | 1.58%-15.7pp |
| Employer contribution / active EE | $85 | $651-87.0% | $1,159-92.7% | $2,544-96.7% |
| Participant deferral / active EE | $1,158 | $1,338-13.4% | $2,125-45.5% | $4,237-72.7% |
| Admin fee / account holder | $90 | $409-77.9% | $2,130-95.8% | $593-84.8% |