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 |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.1+ years Filed as: STANLEY BENEFIT SERIVCES Service code 15 · EIN 20-4006400 | Recordkeeping | $9,923 |
FUND DIRECT ADVISORS1+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $7,268 |
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 | $28,900 | $43,550-33.6% | $63,517-54.5% | $52,331-44.8% |
| Participation rate | 95.5% | 65.7%+29.8pp | 71.0%+24.5pp | 68.1%+27.4pp |
| Annual return | -0.68% | 2.03%-2.7pp | -70.30%+69.6pp | 4.54%-5.2pp |
| Employer contribution / active EE | $926 | $1,351-31.5% | $2,322-60.1% | $1,882-50.8% |
| Participant deferral / active EE | $1,092 | $2,254-51.5% | $2,953-63.0% | $3,022-63.9% |
| Admin fee / account holder | $114 | $387-70.5% | $5,892-98.1% | $592-80.7% |