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.5+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $25,132 |
FUND DIRECT ADVISORS5+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $13,767 |
TDAMERITRADE5+ years Filed as: TDAMERITRADE TRUST CO Service code 21 · EIN 20-0937408 | Bank Trustee | $3,547 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,832 | $52,953-24.8% | $172,739-76.9% | $65,185-38.9% |
| Participation rate | 73.6% | 66.2%+7.5pp | 82.6%-9.0pp | 70.2%+3.4pp |
| Annual return | 16.46% | 30.12%-13.7pp | 802.84%-786.4pp | 29.38%-12.9pp |
| Employer contribution / active EE | $1,308 | $2,190-40.2% | $5,143-74.6% | $2,177-39.9% |
| Participant deferral / active EE | $2,722 | $2,471+10.2% | $5,198-47.6% | $3,514-22.5% |
| Admin fee / account holder | $241 | $472-48.9% | $13,954-98.3% | $847-71.5% |