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 GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $108,205 |
GOOD LIFE ADVISORS, LLC4 years Service code 27 · EIN 47-1058535 | Advisory (Plan) | $20,251 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,557 |
Filed as: METLIFE Service code 10 · EIN 54-0696644 | Accounting | $6,395 |
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 | $38,545 | $44,764-13.9% | $68,791-44.0% | $64,808-40.5% |
| Participation rate | 90.0% | 64.8%+25.2pp | 69.0%+21.0pp | 71.5%+18.5pp |
| Annual return | -16.65% | -10.91%-5.7pp | -6.38%-10.3pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,305 | $1,775-26.5% | $2,655-50.9% | $2,506-47.9% |
| Participant deferral / active EE | $4,208 | $3,238+30.0% | $3,941+6.8% | $4,310-2.4% |
| Admin fee / account holder | $240 | $151+58.4% | $4,932-95.1% | $188+27.6% |