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 GROUP4 years Filed as: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $48,061 |
EVERHART ADVISORS2 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $14,780 |
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 | $20,069 | $62,928-68.1% | $172,739-88.4% | $67,579-70.3% |
| Participation rate | 70.7% | 64.5%+6.2pp | 82.6%-12.0pp | 71.3%-0.6pp |
| Annual return | 21.15% | 30.36%-9.2pp | 802.84%-781.7pp | 378.56%-357.4pp |
| Employer contribution / active EE | $788 | $1,636-51.8% | $5,143-84.7% | $2,148-63.3% |
| Participant deferral / active EE | $1,753 | $2,145-18.3% | $5,198-66.3% | $3,539-50.5% |
| Admin fee / account holder | $182 | $167+9.0% | $13,954-98.7% | $142+27.6% |