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 | $21,194 |
FUND DIRECT ADVISORS8+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $9,065 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,443 | $50,199-43.3% | $70,092-59.4% | $66,914-57.5% |
| Participation rate | 98.6% | 66.3%+32.2pp | 70.5%+28.1pp | 69.8%+28.8pp |
| Annual return | -14.07% | -13.85%-0.2pp | 190.73%-204.8pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,204 | $1,864-35.4% | $2,559-53.0% | $2,544-52.7% |
| Participant deferral / active EE | $1,699 | $3,112-45.4% | $3,849-55.8% | $4,237-59.9% |
| Admin fee / account holder | $160 | $600-73.3% | $6,267-97.4% | $593-73.0% |