Filed April 13, 2016
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 | Recordkeeping and information managem... | $39,366 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $23,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,436 | $65,241-8.9% | $126,539-53.0% | $85,563-30.5% |
| Participation rate | 54.9% | 48.6%+6.3pp | 69.8%-14.9pp | 66.0%-11.1pp |
| Annual return | 15.16% | 42.19%-27.0pp | 425.95%-410.8pp | 31.51%-16.4pp |
| Employer contribution / active EE | $852 | $1,937-56.0% | $3,674-76.8% | $2,654-67.9% |
| Participant deferral / active EE | $1,910 | $3,032-37.0% | $4,083-53.2% | $4,375-56.3% |
| Admin fee / account holder | $287 | $1,031-72.2% | $6,065-95.3% | $834-65.6% |