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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $32,436 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $13,155 |
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 | $81,363 | $59,417+36.9% | $93,606-13.1% | $74,495+9.2% |
| Participation rate | 88.6% | 59.7%+28.9pp | 68.7%+19.9pp | 67.2%+21.4pp |
| Annual return | 20.24% | 81.83%-61.6pp | 133.20%-113.0pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $439 | $1,264-65.3% | $2,420-81.9% | $2,623-83.3% |
| Participant deferral / active EE | $4,071 | $3,050+33.5% | $4,411-7.7% | $4,346-6.3% |
| Admin fee / account holder | $155 | $3,021-94.9% | $8,285-98.1% | $1,942-92.0% |