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 | Custodial (securities); Custodial (ot... | $54,115 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $40,267 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,177 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,404 | $80,005-19.5% | $140,016-54.0% | $55,725+15.6% |
| Participation rate | 95.3% | 87.0%+8.3pp | 87.5%+7.8pp | 70.9%+24.5pp |
| Annual return | -4.65% | 0.46%-5.1pp | 651.12%-655.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,691 | $3,403-50.3% | $5,606-69.8% | $2,078-18.6% |
| Participant deferral / active EE | $4,628 | $5,264-12.1% | $6,927-33.2% | $3,356+37.9% |
| Admin fee / account holder | $165 | $116+42.2% | $10,705-98.5% | $115+42.8% |