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 | Sub-transfer agency fees; Recordkeepi... | $25,780 |
FIRST NATIONAL TRUST COMPANY4 years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $14,704 |
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 | $47,284 | $50,666-6.7% | $76,817-38.4% | $65,185-27.5% |
| Participation rate | 72.3% | 68.8%+3.5pp | 72.1%+0.2pp | 70.2%+2.1pp |
| Annual return | 36.79% | 28.51%+8.3pp | 1166.11%-1129.3pp | 29.38%+7.4pp |
| Employer contribution / active EE | $1,808 | $1,575+14.8% | $2,302-21.5% | $2,177-17.0% |
| Participant deferral / active EE | $3,878 | $2,647+46.5% | $3,336+16.2% | $3,514+10.4% |
| Admin fee / account holder | $243 | $463-47.5% | $6,420-96.2% | $847-71.3% |