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 GROUP3+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $55,955 |
Filed as: BB&T INVESTMENT SERVICES, INC. Service code 10 · EIN 80-0078024 | Accounting | $33,321 |
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 | $17,430 | $37,196-53.1% | $154,107-88.7% | $55,725-68.7% |
| Participation rate | 73.7% | 64.1%+9.6pp | 83.0%-9.4pp | 70.9%+2.8pp |
| Annual return | 10.04% | 1319.68%-1309.6pp | 735.12%-725.1pp | 244.93%-234.9pp |
| Employer contribution / active EE | $313 | $1,614-80.6% | $5,298-94.1% | $2,078-84.9% |
| Participant deferral / active EE | $1,411 | $2,068-31.8% | $5,081-72.2% | $3,356-57.9% |
| Admin fee / account holder | $144 | $102+41.8% | $13,411-98.9% | $115+25.1% |