Filed September 29, 2020
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 | Custodial (securities); Direct paymen... | $28,123 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $10,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,762 | $65,061-52.7% | $143,757-78.6% | $66,914-54.0% |
| Participation rate | 64.0% | 65.2%-1.2pp | 80.3%-16.3pp | 69.8%-5.8pp |
| Annual return | -12.66% | -11.14%-1.5pp | -0.04%-12.6pp | 1.58%-14.2pp |
| Employer contribution / active EE | $1,433 | $2,361-39.3% | $4,951-71.1% | $2,544-43.7% |
| Participant deferral / active EE | $1,964 | $2,919-32.7% | $5,637-65.2% | $4,237-53.7% |
| Admin fee / account holder | $261 | $502-48.1% | $14,673-98.2% | $593-56.1% |