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.6+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $26,610 |
FUND DIRECT ADVISORS6+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $14,400 |
TDAMERITRADE6+ years Filed as: TDAMERITRADE TRUST CO Service code 21 · EIN 20-0937408 | Bank Trustee | $2,039 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST CO. Service code 21 · EIN 75-3182674 | Bank Trustee | $1,701 |
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 | $44,422 | $58,879-24.6% | $178,490-75.1% | $73,488-39.6% |
| Participation rate | 80.3% | 66.2%+14.1pp | 81.9%-1.6pp | 70.7%+9.6pp |
| Annual return | 13.11% | 24.86%-11.8pp | 151.07%-138.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,076 | $2,236-51.9% | $5,011-78.5% | $2,270-52.6% |
| Participant deferral / active EE | $2,983 | $2,567+16.2% | $5,202-42.7% | $3,740-20.2% |
| Admin fee / account holder | $260 | $400-35.0% | $13,984-98.1% | $513-49.3% |