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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $144,125 |
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $8,444 |
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 | $64,380 | $78,419-17.9% | $133,956-51.9% | $73,409-12.3% |
| Participation rate | 78.5% | 78.6%-0.1pp | 79.8%-1.4pp | 72.2%+6.3pp |
| Annual return | 15.44% | 33.35%-17.9pp | 45.09%-29.7pp | 59.29%-43.9pp |
| Employer contribution / active EE | $2,145 | $2,044+4.9% | $3,919-45.3% | $2,234-4.0% |
| Participant deferral / active EE | $3,657 | $3,925-6.8% | $5,048-27.6% | $3,805-3.9% |
| Admin fee / account holder | $195 | $161+21.1% | $8,927-97.8% | $158+23.7% |