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 GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $62,537 |
INDEPENDENT FINANCIAL GROUP LLC4+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $34,312 |
STANDARD RETIREMENT SERVICES4+ years Service code 19 | Securities Custodian | $2,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,561 | $41,467+36.4% | $67,313-16.0% | $55,725+1.5% |
| Participation rate | 45.7% | 62.5%-16.8pp | 69.1%-23.4pp | 70.9%-25.2pp |
| Annual return | -4.88% | 0.82%-5.7pp | -4.08%-0.8pp | 244.93%-249.8pp |
| Employer contribution / active EE | $691 | $1,316-47.5% | $2,566-73.0% | $2,078-66.7% |
| Participant deferral / active EE | $2,736 | $2,399+14.0% | $3,568-23.3% | $3,356-18.5% |
| Admin fee / account holder | $269 | $102+163.5% | $4,507-94.0% | $115+133.5% |