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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $50,320 |
EPSTEIN FINANCIAL SERVICES2 years Filed as: EPSTEIN FINANCIAL SERVICES LLC Service code 27 · EIN 82-5002431 | Advisory (Plan) | $25,017 |
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 | $36,032 | $64,286-44.0% | $90,951-60.4% | $73,409-50.9% |
| Participation rate | 99.2% | 63.6%+35.6pp | 69.0%+30.2pp | 72.2%+27.0pp |
| Annual return | 16.00% | 21.45%-5.5pp | 134.60%-118.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $611 | $895-31.7% | $2,122-71.2% | $2,234-72.7% |
| Participant deferral / active EE | $4,091 | $2,453+66.8% | $3,373+21.3% | $3,805+7.5% |
| Admin fee / account holder | $236 | $287-17.8% | $5,959-96.0% | $158+49.4% |