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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $45,218 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $15,807 |
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 | $32,338 | $66,457-51.3% | $81,382-60.3% | $77,643-58.4% |
| Participation rate | 96.4% | 68.7%+27.7pp | 69.5%+26.9pp | 70.6%+25.8pp |
| Annual return | 12.95% | 15.93%-3.0pp | 24.73%-11.8pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,538 | $2,159+17.5% | $2,463+3.1% | $2,726-6.9% |
| Participant deferral / active EE | $4,803 | $3,679+30.5% | $3,883+23.7% | $4,647+3.3% |
| Admin fee / account holder | $37 | $583-93.7% | $5,768-99.4% | $430-91.4% |