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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,137 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $20,113 |
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 | $33,462 | $79,171-57.7% | $102,423-67.3% | $74,495-55.1% |
| Participation rate | 94.1% | 74.8%+19.3pp | 76.5%+17.6pp | 67.2%+26.9pp |
| Annual return | 20.05% | 54.93%-34.9pp | 29.32%-9.3pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $1,473 | $2,362-37.6% | $3,023-51.3% | $2,623-43.8% |
| Participant deferral / active EE | $2,928 | $4,415-33.7% | $5,053-42.1% | $4,346-32.6% |
| Admin fee / account holder | $111 | $2,001-94.4% | $9,451-98.8% | $1,942-94.3% |