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 ADVISORS10+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $14,924 |
STANLEY BENEFIT SERVICES, INC.10+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 | Recordkeeping | $11,540 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,344 | $55,415-3.7% | $155,509-65.7% | $74,495-28.4% |
| Participation rate | 77.3% | 61.9%+15.4pp | 78.2%-0.9pp | 67.2%+10.1pp |
| Annual return | 13.03% | 268.50%-255.5pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,804 | $2,267-20.4% | $4,672-61.4% | $2,623-31.2% |
| Participant deferral / active EE | $2,882 | $2,836+1.6% | $5,626-48.8% | $4,346-33.7% |
| Admin fee / account holder | $339 | $1,738-80.5% | $15,912-97.9% | $1,942-82.5% |