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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $44,702 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $14,929 |
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 | $39,572 | $127,481-69.0% | $149,696-73.6% | $90,288-56.2% |
| Participation rate | 88.3% | 78.2%+10.0pp | 82.5%+5.8pp | 73.4%+14.9pp |
| Annual return | 23.89% | 57.78%-33.9pp | 276.60%-252.7pp | 53.97%-30.1pp |
| Employer contribution / active EE | $1,263 | $3,448-63.4% | $4,644-72.8% | $2,524-50.0% |
| Participant deferral / active EE | $5,382 | $6,975-22.8% | $6,842-21.3% | $4,232+27.2% |
| Admin fee / account holder | $34 | $152-77.7% | $9,309-99.6% | $114-70.4% |