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 | Recordkeeping and information managem... | $76,005 |
Filed as: MAYFLOWER FINANCIAL ADVISORS, LLC. Service code 27 · EIN 84-4826355 | Advisory (Plan) | $14,792 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,992 |
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 | $25,590 | $47,126-45.7% | $149,673-82.9% | $74,419-65.6% |
| Participation rate | 73.7% | 63.4%+10.3pp | 78.8%-5.1pp | 70.7%+3.0pp |
| Annual return | 14.16% | 22.75%-8.6pp | 134.42%-120.3pp | 34.38%-20.2pp |
| Employer contribution / active EE | $1,420 | $1,905-25.5% | $4,818-70.5% | $2,637-46.1% |
| Participant deferral / active EE | $2,092 | $2,728-23.3% | $5,680-63.2% | $4,528-53.8% |
| Admin fee / account holder | $127 | $343-62.9% | $13,210-99.0% | $348-63.5% |