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 | Direct payment from the plan; Custodi... | $104,570 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,045 |
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 | $22,109 | $46,292-52.2% | $143,757-84.6% | $64,808-65.9% |
| Participation rate | 71.3% | 64.2%+7.1pp | 80.3%-9.0pp | 71.5%-0.1pp |
| Annual return | -15.89% | -10.05%-5.8pp | -0.04%-15.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,188 | $1,910-37.8% | $4,951-76.0% | $2,506-52.6% |
| Participant deferral / active EE | $1,691 | $2,646-36.1% | $5,637-70.0% | $4,310-60.8% |
| Admin fee / account holder | $146 | $154-4.9% | $14,673-99.0% | $188-22.1% |