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 Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Sub-transf... | $27,050 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $17,660 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,679 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,783 | $49,138-31.2% | $84,015-59.8% | $65,185-48.2% |
| Participation rate | 86.9% | 60.7%+26.1pp | 69.0%+17.8pp | 70.2%+16.7pp |
| Annual return | 20.88% | 23.00%-2.1pp | 71.31%-50.4pp | 29.38%-8.5pp |
| Employer contribution / active EE | $900 | $914-1.5% | $1,983-54.6% | $2,177-58.6% |
| Participant deferral / active EE | $2,846 | $2,397+18.7% | $3,239-12.1% | $3,514-19.0% |
| Admin fee / account holder | $262 | $543-51.8% | $6,101-95.7% | $847-69.1% |