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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 47-1566880 | Advisory (Plan) | $48,434 |
STANCORP FINANCIAL GROUP3 years Filed as: STANCORP FINANCIAL GROUP, INC. Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $48,243 |
Service code 13 · EIN 13-3180178 | Contract Administrator | $0 |
Service code 13 · EIN 26-4203770 | Contract Administrator | $0 |
CHARLES SCHWAB & CO., INC.3 years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,959 | $84,487+100.0% | $125,339+34.8% | $66,914+152.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -19.58% | -8.39%-11.2pp | 572.05%-591.6pp | 1.58%-21.2pp |
| Employer contribution / active EE | $11,205 | $3,553+215.4% | $4,814+132.8% | $2,544+340.4% |
| Participant deferral / active EE | $11,257 | $6,781+66.0% | $7,446+51.2% | $4,237+165.7% |
| Admin fee / account holder | $35 | $685-94.9% | $10,010-99.7% | $593-94.1% |