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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $42,050 |
FIRST NATIONAL TRUST COMPANY10+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $30,972 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,140 | $55,416-22.2% | $75,972-43.2% | $77,643-44.4% |
| Participation rate | 92.5% | 63.6%+28.9pp | 69.1%+23.4pp | 70.6%+21.9pp |
| Annual return | 13.50% | 17.07%-3.6pp | 359.55%-346.0pp | 31.24%-17.7pp |
| Employer contribution / active EE | $791 | $1,788-55.7% | $2,685-70.5% | $2,726-71.0% |
| Participant deferral / active EE | $2,623 | $3,447-23.9% | $4,255-38.4% | $4,647-43.6% |
| Admin fee / account holder | $262 | $414-36.8% | $6,467-96.0% | $430-39.2% |