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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $34,810 |
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $6,380 |
CETERA ADVISOR NETWORKS LLC6+ years Filed as: CETERA INVESTMENT SERVICES, LLC Service code 27 · EIN 41-1483314 | Advisory (Plan) | $2,141 |
Filed as: MFS FAMILY OF FUNDS Service code 19 | Securities Custodian | $1,299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,134 | $52,293-78.7% | $178,490-93.8% | $73,409-84.8% |
| Participation rate | 38.0% | 65.3%-27.3pp | 81.9%-43.9pp | 72.2%-34.1pp |
| Annual return | 14.65% | 34.75%-20.1pp | 151.07%-136.4pp | 59.29%-44.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $701 | $2,332-70.0% | $5,202-86.5% | $3,805-81.6% |
| Admin fee / account holder | $119 | $127-6.3% | $13,984-99.1% | $158-24.4% |