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; Custodial (... | $58,924 |
PROEQUITIES INC4+ years Filed as: PROEQUITIES, INC Service code 27 · EIN 63-0879387 | Advisory (Plan) | $36,731 |
Filed as: PRUDENTIAL FUNDS Service code 19 | Securities Custodian | $8,608 |
T ROWE PRICE RPS INC4+ years Filed as: T.ROWE PRICE FUNDS Service code 19 | Securities Custodian | $3,724 |
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 | $72,715 | $73,102-0.5% | $123,544-41.1% | $56,287+29.2% |
| Participation rate | 98.6% | 74.3%+24.2pp | 82.3%+16.3pp | 69.9%+28.7pp |
| Annual return | -3.67% | 3.01%-6.7pp | 119.20%-122.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $3,082 | $2,977+3.5% | $4,628-33.4% | $2,111+46.0% |
| Participant deferral / active EE | $5,111 | $5,423-5.7% | $6,426-20.5% | $3,350+52.6% |
| Admin fee / account holder | $288 | $554-48.0% | $9,284-96.9% | $521-44.7% |