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 |
|---|---|---|
ASSET STRATEGY CONSULTANTS3 years Filed as: ASSET ALLOCATIONS STRATEGIES Service code 27 · EIN 27-1606387 | Advisory (Plan) | $77,282 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $24,658 |
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 | $96,074 | $88,890+8.1% | $102,423-6.2% | $77,643+23.7% |
| Participation rate | 90.7% | 80.9%+9.8pp | 76.5%+14.2pp | 70.6%+20.1pp |
| Annual return | 13.44% | 24.98%-11.5pp | 29.32%-15.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,751 | $2,698-35.1% | $3,023-42.1% | $2,726-35.8% |
| Participant deferral / active EE | $5,887 | $5,145+14.4% | $5,053+16.5% | $4,647+26.7% |
| Admin fee / account holder | $156 | $235-33.8% | $9,451-98.4% | $430-63.8% |