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.10+ years Filed as: STANLEY BENEFITS Service code 15 · EIN 20-4006400 PO BOX 8249 · GREENSBORO, NC 27419 | Recordkeeping | $13,651 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $188,345 | $81,248+131.8% | $155,509+21.1% | $80,856+132.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.63% | 33.31%-21.7pp | 64.67%-53.0pp | 35.59%-24.0pp |
| Employer contribution / active EE | $151 | $3,100-95.1% | $4,672-96.8% | $2,755-94.5% |
| Participant deferral / active EE | $151 | $3,452-95.6% | $5,626-97.3% | $4,296-96.5% |
| Admin fee / account holder | $310 | $7,997-96.1% | $15,912-98.1% | $6,918-95.5% |