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 |
|---|---|---|
FUND DIRECT ADVISORS9+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $19,459 |
STANLEY BENEFIT SERVICES, INC.9+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $7,903 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,649 | $61,272-22.2% | $149,673-68.2% | $71,457-33.3% |
| Participation rate | 78.4% | 62.5%+15.9pp | 78.8%-0.4pp | 67.9%+10.4pp |
| Annual return | 14.44% | 35.85%-21.4pp | 134.42%-120.0pp | 28.85%-14.4pp |
| Employer contribution / active EE | $1,924 | $2,378-19.1% | $4,818-60.1% | $2,588-25.6% |
| Participant deferral / active EE | $3,524 | $2,917+20.8% | $5,680-38.0% | $4,289-17.8% |
| Admin fee / account holder | $261 | $1,261-79.3% | $13,210-98.0% | $1,587-83.6% |