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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $44,401 |
SECURITIES AMERICA INC6+ years Filed as: SECURITIES AMERICA ADVISORS, INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $13,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,324 | $63,745-46.2% | $98,442-65.1% | $79,386-56.8% |
| Participation rate | 69.9% | 69.9%+0.1pp | 73.3%-3.4pp | 70.7%-0.8pp |
| Annual return | 17.40% | 625.80%-608.4pp | 1492.73%-1475.3pp | 116.85%-99.5pp |
| Employer contribution / active EE | $483 | $2,557-81.1% | $2,960-83.7% | $2,427-80.1% |
| Participant deferral / active EE | $3,653 | $3,303+10.6% | $4,276-14.6% | $4,046-9.7% |
| Admin fee / account holder | $288 | $516-44.1% | $5,949-95.2% | $626-54.0% |