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 |
|---|---|---|
Filed as: STANLEY BENEFIT SERVICES Service code 19 · EIN 20-6004000 | Securities Custodian | $12,802 |
FUND DIRECT ADVISORS1 year Service code 27 · EIN 27-3584365 | Advisory (Plan) | $12,395 |
PRONVEST2 years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $4,835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,132 | $79,428-5.4% | $106,548-29.5% | $79,386-5.4% |
| Participation rate | 96.1% | 74.1%+22.0pp | 76.1%+20.0pp | 70.7%+25.4pp |
| Annual return | 15.43% | 18.27%-2.8pp | 26.80%-11.4pp | 116.85%-101.4pp |
| Employer contribution / active EE | $1,088 | $2,234-51.3% | $2,819-61.4% | $2,427-55.2% |
| Participant deferral / active EE | $3,383 | $3,823-11.5% | $4,398-23.1% | $4,046-16.4% |
| Admin fee / account holder | $252 | $523-51.7% | $7,407-96.6% | $626-59.7% |