See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS1 year Service code 26 · EIN 27-3584365 | Advisory (Participants) | $27,536 |
Filed as: STANLEY BENEFIT SERVICES LLC Service code 15 · EIN 20-4006400 | Recordkeeping | $17,824 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,126 | $81,908-46.1% | $90,749-51.4% | $64,808-31.9% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -7.19% | -12.53%+5.3pp | -12.16%+5.0pp | 32.82%-40.0pp |
| Employer contribution / active EE | $6,243 | $3,065+103.7% | $2,921+113.7% | $2,506+149.1% |
| Participant deferral / active EE | $6,690 | $4,840+38.2% | $4,564+46.6% | $4,310+55.2% |
| Admin fee / account holder | $143 | $157-9.3% | $8,445-98.3% | $188-24.1% |