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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $70,798 |
ASHTON YOUNG INC2 years Filed as: ASHTON YOUNG, INC. Service code 27 · EIN 38-1617113 | Advisory (Plan) | $28,371 |
UHY LLP2 years Filed as: UHY Service code 10 · EIN 20-0694403 | Accounting | $2,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,239 | $48,064-43.3% | $78,778-65.4% | $69,631-60.9% |
| Participation rate | 85.6% | 61.6%+24.1pp | 69.2%+16.4pp | 70.7%+14.9pp |
| Annual return | 16.13% | 21.81%-5.7pp | 35.62%-19.5pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $127 | $744-82.9% | $1,986-93.6% | $2,032-93.8% |
| Participant deferral / active EE | $2,701 | $2,079+29.9% | $2,958-8.7% | $3,224-16.2% |
| Admin fee / account holder | $273 | $152+79.5% | $5,134-94.7% | $110+147.0% |