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 15 · EIN 20-4006400 | Recordkeeping | $11,159 |
FUND DIRECT ADVISORS4+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $8,884 |
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 | $33,626 | $43,504-22.7% | $68,793-51.1% | $56,287-40.3% |
| Participation rate | 93.8% | 67.8%+26.0pp | 72.2%+21.6pp | 69.9%+24.0pp |
| Annual return | -3.70% | -3.15%-0.5pp | -4.63%+0.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,029 | $1,525-32.5% | $2,625-60.8% | $2,111-51.3% |
| Participant deferral / active EE | $1,420 | $2,509-43.4% | $3,311-57.1% | $3,350-57.6% |
| Admin fee / account holder | $150 | $515-71.0% | $5,131-97.1% | $521-71.3% |