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 | $11,672 |
FUND DIRECT ADVISORS5+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $8,634 |
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 | $38,487 | $50,666-24.0% | $76,817-49.9% | $65,185-41.0% |
| Participation rate | 91.7% | 68.8%+22.9pp | 72.1%+19.6pp | 70.2%+21.5pp |
| Annual return | 17.26% | 28.51%-11.3pp | 1166.11%-1148.9pp | 29.38%-12.1pp |
| Employer contribution / active EE | $1,069 | $1,575-32.1% | $2,302-53.5% | $2,177-50.9% |
| Participant deferral / active EE | $1,439 | $2,647-45.6% | $3,336-56.9% | $3,514-59.0% |
| Admin fee / account holder | $148 | $463-68.0% | $6,420-97.7% | $847-82.5% |