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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $29,210 |
CORNERSTONE ADVISORS ASSET MGMT2+ years Filed as: CORNERSTONE INSTITUTIONAL INVESTORS Service code 27 · EIN 23-2933229 | Advisory (Plan) | $27,544 |
STANDARD FINANCIAL GROUP2+ years Service code 19 | Securities Custodian | $7,803 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,437 | $59,535+31.7% | $90,160-13.0% | $62,292+25.9% |
| Participation rate | 92.3% | 73.0%+19.3pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 15.10% | 23.53%-8.4pp | 34.88%-19.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $2,025 | $1,826+10.9% | $3,318-39.0% | $2,042-0.8% |
| Participant deferral / active EE | $3,261 | $4,639-29.7% | $5,288-38.3% | $3,169+2.9% |
| Admin fee / account holder | $332 | $337-1.3% | $5,943-94.4% | $479-30.7% |