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 | $17,015 |
FUND DIRECT ADVISORS3 years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $12,829 |
PRONVEST4 years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $5,545 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,985 | $71,516+3.5% | $98,439-24.8% | $71,457+3.5% |
| Participation rate | 89.4% | 72.7%+16.7pp | 75.2%+14.3pp | 67.9%+21.5pp |
| Annual return | 20.94% | 32.41%-11.5pp | 21.16%-0.2pp | 28.85%-7.9pp |
| Employer contribution / active EE | $140 | $2,399-94.2% | $3,048-95.4% | $2,588-94.6% |
| Participant deferral / active EE | $3,749 | $4,109-8.8% | $4,738-20.9% | $4,289-12.6% |
| Admin fee / account holder | $304 | $1,675-81.8% | $8,948-96.6% | $1,587-80.8% |