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 GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $99,529 |
GOOD LIFE ADVISORS, LLC6 years Service code 27 · EIN 47-1058535 | Advisory (Plan) | $29,653 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,378 |
Filed as: METLIFE Service code 10 · EIN 54-0696644 | Accounting | $7,518 |
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 | $48,942 | $55,416-11.7% | $75,972-35.6% | $77,643-37.0% |
| Participation rate | 90.2% | 63.6%+26.7pp | 69.1%+21.2pp | 70.6%+19.7pp |
| Annual return | 11.35% | 17.07%-5.7pp | 359.55%-348.2pp | 31.24%-19.9pp |
| Employer contribution / active EE | $1,358 | $1,788-24.0% | $2,685-49.4% | $2,726-50.2% |
| Participant deferral / active EE | $4,267 | $3,447+23.8% | $4,255+0.3% | $4,647-8.2% |
| Admin fee / account holder | $256 | $414-38.3% | $6,467-96.0% | $430-40.6% |