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 |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $45,296 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $7,405 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,990 | $101,523-69.5% | $141,162-78.0% | $77,787-60.2% |
| Participation rate | 88.1% | 77.4%+10.7pp | 82.5%+5.6pp | 73.2%+14.9pp |
| Annual return | 29.40% | 56.22%-26.8pp | 71.39%-42.0pp | 32.57%-3.2pp |
| Employer contribution / active EE | $1,151 | $3,341-65.5% | $4,735-75.7% | $2,504-54.0% |
| Participant deferral / active EE | $4,995 | $6,434-22.4% | $6,709-25.6% | $3,967+25.9% |
| Admin fee / account holder | $36 | $92-60.2% | $10,261-99.6% | $100-63.6% |