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 |
|---|---|---|
ARCWOOD FINANCIAL LLC1 year Filed as: ARCWOOD FINANCIAL Service code 27 · EIN 46-0266186 | Advisory (Plan) | $171,306 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $88,887 |
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 | $104,018 | $53,136+95.8% | $155,509-33.1% | $199,593-47.9% |
| Participation rate | 63.4% | 64.1%-0.7pp | 78.2%-14.8pp | 72.0%-8.6pp |
| Annual return | 17.28% | 41.15%-23.9pp | 64.67%-47.4pp | 34.25%-17.0pp |
| Employer contribution / active EE | $520 | $1,851-71.9% | $4,672-88.9% | $3,034-82.9% |
| Participant deferral / active EE | $12,272 | $3,161+288.3% | $5,626+118.1% | $5,087+141.3% |
| Admin fee / account holder | $150 | $185-19.2% | $15,912-99.1% | $269-44.3% |