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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $117,680 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $80,138 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $19,271 |
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 | $83,366 | $111,491-25.2% | $189,513-56.0% | $86,799-4.0% |
| Participation rate | 97.2% | 87.3%+9.9pp | 87.8%+9.4pp | 72.3%+24.9pp |
| Annual return | 19.24% | 83.50%-64.3pp | 555.15%-535.9pp | 97.91%-78.7pp |
| Employer contribution / active EE | $2,466 | $3,951-37.6% | $6,162-60.0% | $2,405+2.5% |
| Participant deferral / active EE | $6,896 | $6,437+7.1% | $8,221-16.1% | $4,131+66.9% |
| Admin fee / account holder | $248 | $189+31.4% | $12,045-97.9% | $170+46.2% |