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 | Recordkeeping and information managem... | $87,033 |
GOOD LIFE ADVISORS, LLC2 years Service code 27 · EIN 47-1058535 | Advisory (Plan) | $25,739 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,882 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $38,207 | $51,288-25.5% | $81,983-53.4% | $73,409-48.0% |
| Participation rate | 87.8% | 64.0%+23.8pp | 69.2%+18.5pp | 72.2%+15.6pp |
| Annual return | 12.44% | 29.48%-17.0pp | 41.31%-28.9pp | 59.29%-46.9pp |
| Employer contribution / active EE | $1,073 | $1,487-27.8% | $2,498-57.0% | $2,234-52.0% |
| Participant deferral / active EE | $3,244 | $2,715+19.5% | $3,722-12.9% | $3,805-14.8% |
| Admin fee / account holder | $201 | $125+60.7% | $5,664-96.4% | $158+27.6% |