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 | Recordkeeping and information managem... | $92,051 |
GOOD LIFE ADVISORS, LLC1 year Service code 27 · EIN 47-1058535 | Advisory (Plan) | $19,828 |
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 | $31,366 | $46,423-32.4% | $75,886-58.7% | $67,579-53.6% |
| Participation rate | 87.0% | 63.1%+23.9pp | 69.3%+17.7pp | 71.3%+15.7pp |
| Annual return | 22.80% | 32.29%-9.5pp | 30.76%-8.0pp | 378.56%-355.8pp |
| Employer contribution / active EE | $854 | $1,406-39.3% | $2,500-65.8% | $2,148-60.2% |
| Participant deferral / active EE | $3,194 | $2,564+24.6% | $3,603-11.3% | $3,539-9.7% |
| Admin fee / account holder | $190 | $132+43.9% | $5,418-96.5% | $142+33.3% |