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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $60,451 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,980 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $13,212 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,483 | $37,317-66.5% | $77,024-83.8% | $77,904-84.0% |
| Participation rate | 16.1% | 46.9%-30.8pp | 67.9%-51.8pp | 73.7%-57.6pp |
| Annual return | -15.36% | -5.88%-9.5pp | 42.32%-57.7pp | 12.21%-27.6pp |
| Employer contribution / active EE | $228 | $1,218-81.3% | $2,812-91.9% | $2,848-92.0% |
| Participant deferral / active EE | $1,120 | $2,564-56.3% | $4,426-74.7% | $4,806-76.7% |
| Admin fee / account holder | $104 | $126-17.4% | $5,425-98.1% | $133-21.7% |