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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $40,524 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $15,312 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,751 | $69,823-66.0% | $77,163-69.2% | $74,419-68.1% |
| Participation rate | 95.5% | 70.0%+25.5pp | 69.6%+25.9pp | 70.7%+24.7pp |
| Annual return | 16.52% | 19.98%-3.5pp | 37.87%-21.3pp | 34.38%-17.9pp |
| Employer contribution / active EE | $2,151 | $2,150+0.1% | $2,535-15.1% | $2,637-18.4% |
| Participant deferral / active EE | $3,890 | $3,558+9.3% | $3,833+1.5% | $4,528-14.1% |
| Admin fee / account holder | $42 | $398-89.6% | $5,472-99.2% | $348-88.1% |