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 |
|---|---|---|
Service code 15 · EIN 39-1444845 | Recordkeeping | $10,730 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $7,989 |
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,525 | $71,883-36.7% | $86,677-47.5% | $68,494-33.5% |
| Participation rate | 87.7% | 72.2%+15.5pp | 76.6%+11.1pp | 67.9%+19.8pp |
| Annual return | -18.02% | 3.52%-21.5pp | 35.91%-53.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,074 | $2,173-50.6% | $2,836-62.1% | $2,596-58.6% |
| Participant deferral / active EE | $4,641 | $3,779+22.8% | $4,656-0.3% | $4,027+15.2% |
| Admin fee / account holder | $280 | $6,112-95.4% | $7,493-96.3% | $5,403-94.8% |