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... | $87,329 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 10 · EIN 26-4310632 | Accounting | $43,544 |
Filed as: CHARLES SCHWAB BANK Service code 33 · EIN 94-1737782 | Securities brokerage | $6,047 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,843 | $54,193-44.9% | $93,654-68.1% | $77,671-61.6% |
| Participation rate | 71.3% | 63.9%+7.4pp | 68.7%+2.6pp | 70.6%+0.8pp |
| Annual return | 13.14% | 30.54%-17.4pp | 133.34%-120.2pp | 31.21%-18.1pp |
| Employer contribution / active EE | $140 | $1,168-88.0% | $2,421-94.2% | $2,726-94.9% |
| Participant deferral / active EE | $3,304 | $3,144+5.1% | $4,413-25.1% | $4,648-28.9% |
| Admin fee / account holder | $191 | $576-66.8% | $8,282-97.7% | $430-55.7% |