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.7+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $22,975 |
FUND DIRECT ADVISORS7+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $19,683 |
MATRIX TRUST COMPANY1 year Service code 21 · EIN 75-3182674 | Bank Trustee | $4,684 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,627 | $61,156-17.2% | $185,823-72.8% | $79,386-36.2% |
| Participation rate | 79.0% | 66.6%+12.4pp | 81.7%-2.7pp | 70.7%+8.3pp |
| Annual return | 13.81% | 19.45%-5.6pp | 122.05%-108.2pp | 116.85%-103.0pp |
| Employer contribution / active EE | $1,523 | $2,321-34.4% | $5,167-70.5% | $2,427-37.2% |
| Participant deferral / active EE | $3,337 | $2,789+19.7% | $5,568-40.1% | $4,046-17.5% |
| Admin fee / account holder | $268 | $710-62.3% | $16,237-98.4% | $626-57.3% |