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 GROUP8 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $44,604 |
FIRST NATIONAL TRUST COMPANY8 years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $19,839 |
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 | $56,095 | $69,823-19.7% | $77,163-27.3% | $74,419-24.6% |
| Participation rate | 75.1% | 70.0%+5.1pp | 69.6%+5.5pp | 70.7%+4.4pp |
| Annual return | 19.50% | 19.98%-0.5pp | 37.87%-18.4pp | 34.38%-14.9pp |
| Employer contribution / active EE | $2,316 | $2,150+7.7% | $2,535-8.6% | $2,637-12.2% |
| Participant deferral / active EE | $3,461 | $3,558-2.7% | $3,833-9.7% | $4,528-23.6% |
| Admin fee / account holder | $255 | $398-35.8% | $5,472-95.3% | $348-26.6% |