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 GROUP1 year Filed as: STANCORP FINANCIAL GROUP, INC. Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $35,235 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 47-1566880 | Advisory (Plan) | $28,009 |
Service code 13 · EIN 26-4203770 | Contract Administrator | $0 |
Filed as: TOTAL SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $278,483 | $98,750+182.0% | $149,696+86.0% | $79,858+248.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.02% | 27.43%-15.4pp | 276.60%-264.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $15,508 | $3,216+382.1% | $4,644+233.9% | $2,471+527.6% |
| Participant deferral / active EE | $7,840 | $5,680+38.0% | $6,842+14.6% | $3,740+109.6% |
| Admin fee / account holder | $33 | $6,053-99.5% | $9,309-99.6% | $5,306-99.4% |