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 | Custodial (other than securities); Re... | $66,572 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $17,241 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,329 | $52,293-53.5% | $178,490-86.4% | $73,409-66.9% |
| Participation rate | 69.6% | 65.3%+4.2pp | 81.9%-12.3pp | 72.2%-2.6pp |
| Annual return | 15.32% | 34.75%-19.4pp | 151.07%-135.7pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,165 | $1,735-32.9% | $5,011-76.7% | $2,234-47.8% |
| Participant deferral / active EE | $1,640 | $2,332-29.7% | $5,202-68.5% | $3,805-56.9% |
| Admin fee / account holder | $121 | $127-5.3% | $13,984-99.1% | $158-23.6% |