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 GROUP11+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $67,598 |
LOCKTON INVESTMENT ADVISORS, LLC10+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $58,346 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $36,126 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,529 | $132,049-1.9% | $200,582-35.4% | $74,304+74.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 13.67% | 22.22%-8.6pp | 42.33%-28.7pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,896 | $4,558-58.4% | $6,419-70.5% | $2,241-15.4% |
| Participant deferral / active EE | $7,562 | $7,213+4.8% | $9,331-19.0% | $3,767+100.7% |
| Admin fee / account holder | $298 | $2,405-87.6% | $16,305-98.2% | $2,969-89.9% |