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 |
|---|---|---|
FUND DIRECT ADVISORS6+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $8,207 |
Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $7,046 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,237 | $54,590-30.0% | $81,930-53.3% | $73,488-48.0% |
| Participation rate | 93.4% | 68.3%+25.1pp | 72.0%+21.4pp | 70.7%+22.7pp |
| Annual return | 10.84% | 17.74%-6.9pp | 29.49%-18.6pp | 28.51%-17.7pp |
| Employer contribution / active EE | $1,147 | $1,636-29.9% | $4,310-73.4% | $2,270-49.5% |
| Participant deferral / active EE | $1,513 | $2,759-45.2% | $7,107-78.7% | $3,740-59.6% |
| Admin fee / account holder | $102 | $592-82.8% | $5,158-98.0% | $513-80.2% |