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 (securities); Sub-transfer ... | $25,140 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 10 · EIN 26-4310632 | Accounting | $12,441 |
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 | $39,020 | $78,422-50.2% | $95,952-59.3% | $79,858-51.1% |
| Participation rate | 85.9% | 73.5%+12.4pp | 77.1%+8.8pp | 69.6%+16.3pp |
| Annual return | 11.63% | 19.37%-7.7pp | 91.61%-80.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,734 | $1,945-10.9% | $2,541-31.8% | $2,471-29.8% |
| Participant deferral / active EE | $3,118 | $3,440-9.4% | $4,167-25.2% | $3,740-16.6% |
| Admin fee / account holder | $287 | $5,622-94.9% | $6,795-95.8% | $5,306-94.6% |