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 GROUP7 years Filed as: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $54,572 |
EVERHART ADVISORS5 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $22,369 |
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 | $22,766 | $46,292-50.8% | $143,757-84.2% | $64,808-64.9% |
| Participation rate | 75.9% | 64.2%+11.6pp | 80.3%-4.5pp | 71.5%+4.4pp |
| Annual return | -16.96% | -10.05%-6.9pp | -0.04%-16.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,168 | $1,910-38.8% | $4,951-76.4% | $2,506-53.4% |
| Participant deferral / active EE | $2,328 | $2,646-12.0% | $5,637-58.7% | $4,310-46.0% |
| Admin fee / account holder | $222 | $154+44.6% | $14,673-98.5% | $188+18.4% |