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 GROUP7 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $90,284 |
Filed as: MAYFLOWER FINANCIAL ADVISORS, LLC. Service code 27 · EIN 84-4826355 | Advisory (Plan) | $9,884 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,672 | $50,815-39.6% | $155,509-80.3% | $77,643-60.5% |
| Participation rate | 68.3% | 63.1%+5.2pp | 78.2%-9.9pp | 70.6%-2.3pp |
| Annual return | 11.29% | 34.80%-23.5pp | 64.67%-53.4pp | 31.24%-19.9pp |
| Employer contribution / active EE | $1,426 | $1,993-28.4% | $4,672-69.5% | $2,726-47.7% |
| Participant deferral / active EE | $2,060 | $2,822-27.0% | $5,626-63.4% | $4,647-55.7% |
| Admin fee / account holder | $149 | $437-65.9% | $15,912-99.1% | $430-65.4% |