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 GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $61,705 |
EPSTEIN FINANCIAL SERVICES3 years Filed as: EPSTEIN FINANCIAL SERVICES LLC Service code 27 · EIN 82-5002431 | Advisory (Plan) | $18,681 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,301 |
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 | $42,738 | $59,263-27.9% | $96,562-55.7% | $79,386-46.2% |
| Participation rate | 98.3% | 61.9%+36.4pp | 69.8%+28.5pp | 70.7%+27.6pp |
| Annual return | 15.74% | 27.07%-11.3pp | 37.78%-22.0pp | 116.85%-101.1pp |
| Employer contribution / active EE | $739 | $1,216-39.2% | $2,356-68.6% | $2,427-69.5% |
| Participant deferral / active EE | $5,026 | $2,948+70.5% | $3,849+30.6% | $4,046+24.2% |
| Admin fee / account holder | $269 | $658-59.2% | $6,181-95.7% | $626-57.1% |