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 3-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 | Recordkeeping and information managem... | $31,206 |
KESTA ADVISORY SERVICES, LLC3+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $11,290 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $426,113-100.0% | $289,028-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 86.2%-86.2pp | 78.0%-78.0pp | 85.6%-85.6pp |
| Annual return | -98.62% | 260.96%-359.6pp | 243.94%-342.6pp | 396.79%-495.4pp |
| Employer contribution / active EE | $0 | $8,831-100.0% | $6,326-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $6,238-100.0% | $4,804-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $18,206-100.0% | $14,050-100.0% | $28,387-100.0% |