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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $56,685 |
ASHTON YOUNG INC1 year Filed as: ASHTON YOUNG, INC. Service code 27 · EIN 38-1617113 | Advisory (Plan) | $23,549 |
UHY LLP1 year Filed as: UHY Service code 10 · EIN 20-0694403 | Accounting | $9,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,232 | $37,044-37.3% | $71,796-67.6% | $57,658-59.7% |
| Participation rate | 81.5% | 61.1%+20.3pp | 69.1%+12.3pp | 70.2%+11.2pp |
| Annual return | 7.14% | 12.64%-5.5pp | 78.04%-70.9pp | 5.13%+2.0pp |
| Employer contribution / active EE | $118 | $720-83.6% | $1,924-93.9% | $1,974-94.0% |
| Participant deferral / active EE | $2,472 | $1,974+25.2% | $2,794-11.5% | $3,061-19.2% |
| Admin fee / account holder | $251 | $101+148.5% | $4,815-94.8% | $95+165.4% |