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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $44,482 |
Filed as: EPSTEIN FINANCIAL SERVICES LLC Service code 27 · EIN 82-5002431 | Advisory (Plan) | $18,698 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,142 | $40,174-17.5% | $84,015-60.6% | $67,579-51.0% |
| Participation rate | 95.0% | 62.7%+32.3pp | 69.0%+26.0pp | 71.3%+23.7pp |
| Annual return | 20.94% | 25.82%-4.9pp | 71.31%-50.4pp | 378.56%-357.6pp |
| Employer contribution / active EE | $584 | $808-27.7% | $1,983-70.6% | $2,148-72.8% |
| Participant deferral / active EE | $3,887 | $2,301+68.9% | $3,239+20.0% | $3,539+9.8% |
| Admin fee / account holder | $206 | $128+60.3% | $6,101-96.6% | $142+44.5% |