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 (other than securities); Re... | $53,992 |
HELIUM FINANCIAL GROUP, LLC1 year Service code 27 · EIN 81-0720370 | Advisory (Plan) | $18,784 |
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 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 | $0 | $66,601-100.0% | $92,893-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 72.5%-72.5pp | 76.0%-76.0pp | 71.3%-71.3pp |
| Annual return | 22.77% | 92.58%-69.8pp | 109.41%-86.6pp | 378.56%-355.8pp |
| Employer contribution / active EE | $576 | $2,775-79.2% | $3,653-84.2% | $2,148-73.2% |
| Participant deferral / active EE | $3,094 | $3,157-2.0% | $4,236-27.0% | $3,539-12.6% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |