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 | Direct payment from the plan; Claims ... | $14,976 |
Filed as: CETERA INVESTMENT LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $10,527 |
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 | $44,249 | $78,485-43.6% | $106,213-58.3% | $74,495-40.6% |
| Participation rate | 79.1% | 72.8%+6.3pp | 75.3%+3.9pp | 67.2%+11.9pp |
| Annual return | 12.01% | 15.95%-3.9pp | 116.14%-104.1pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,929 | $2,523-23.5% | $3,171-39.2% | $2,623-26.4% |
| Participant deferral / active EE | $4,219 | $4,322-2.4% | $5,016-15.9% | $4,346-2.9% |
| Admin fee / account holder | $238 | $2,232-89.3% | $11,033-97.8% | $1,942-87.7% |