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 GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $20,950 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $17,347 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,554 | $76,050-62.5% | $96,544-70.4% | $71,457-60.0% |
| Participation rate | 93.8% | 74.4%+19.4pp | 76.0%+17.8pp | 67.9%+25.9pp |
| Annual return | 18.43% | 22.81%-4.4pp | 25.84%-7.4pp | 28.85%-10.4pp |
| Employer contribution / active EE | $868 | $2,244-61.3% | $2,965-70.7% | $2,588-66.5% |
| Participant deferral / active EE | $2,857 | $4,215-32.2% | $4,851-41.1% | $4,289-33.4% |
| Admin fee / account holder | $104 | $2,707-96.2% | $8,252-98.7% | $1,587-93.5% |