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.8+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $22,081 |
FUND DIRECT ADVISORS8+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $19,925 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 21 · EIN 27-3169253 | Bank Trustee | $5,201 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,501 | $65,061-31.6% | $143,757-69.0% | $66,914-33.5% |
| Participation rate | 79.4% | 65.2%+14.2pp | 80.3%-0.9pp | 69.8%+9.6pp |
| Annual return | -13.89% | -11.14%-2.8pp | -0.04%-13.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,763 | $2,361-25.3% | $4,951-64.4% | $2,544-30.7% |
| Participant deferral / active EE | $3,650 | $2,919+25.1% | $5,637-35.2% | $4,237-13.8% |
| Admin fee / account holder | $264 | $502-47.5% | $14,673-98.2% | $593-55.5% |