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 GROUP2 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $75,438 |
Filed as: CAROLINA QUALIFIED RETIREMENT PLAN Service code 10 · EIN 47-1083831 | Accounting | $38,288 |
MCGREGOR & ASSOCIATES, INC.3 years Filed as: MCGREGOR & COMPANY Service code 99 3830 FOREST DRIVE · COLUMBIA, SC 29204 | Other Fees | $9,150 |
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 | $17,147 | $50,815-66.3% | $155,509-89.0% | $77,643-77.9% |
| Participation rate | 92.6% | 63.1%+29.5pp | 78.2%+14.4pp | 70.6%+22.1pp |
| Annual return | 11.61% | 34.80%-23.2pp | 64.67%-53.1pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,114 | $1,993-44.1% | $4,672-76.2% | $2,726-59.1% |
| Participant deferral / active EE | $1,468 | $2,822-48.0% | $5,626-73.9% | $4,647-68.4% |
| Admin fee / account holder | $173 | $437-60.4% | $15,912-98.9% | $430-59.8% |