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 GROUP5 years Filed as: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $57,816 |
EVERHART ADVISORS3 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $17,159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,242 | $52,293-49.8% | $178,490-85.3% | $73,409-64.3% |
| Participation rate | 69.3% | 65.3%+4.0pp | 81.9%-12.6pp | 72.2%-2.9pp |
| Annual return | 16.19% | 34.75%-18.6pp | 151.07%-134.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $1,086 | $1,735-37.4% | $5,011-78.3% | $2,234-51.4% |
| Participant deferral / active EE | $1,736 | $2,332-25.5% | $5,202-66.6% | $3,805-54.4% |
| Admin fee / account holder | $229 | $127+79.5% | $13,984-98.4% | $158+44.8% |