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 | Custodial (other than securities); Cl... | $373,263 |
EISNERAMPER LLP5+ years Service code 10 · EIN 13-1639826 | Accounting | $22,426 |
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 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 | $65,788 | $105,247-37.5% | $87,100-24.5% | $77,787-15.4% |
| Participation rate | 57.2% | 85.8%-28.6pp | 76.9%-19.7pp | 73.2%-16.1pp |
| Annual return | 23.37% | 24.52%-1.2pp | 28.19%-4.8pp | 32.57%-9.2pp |
| Employer contribution / active EE | $1,173 | $2,895-59.5% | $2,521-53.5% | $2,504-53.2% |
| Participant deferral / active EE | $3,673 | $5,060-27.4% | $4,049-9.3% | $3,967-7.4% |
| Admin fee / account holder | $35 | $104-66.3% | $7,497-99.5% | $100-64.8% |