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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $49,170 |
Filed as: NAIL MCKINNEY PROFESSIONAL ASSOC. Service code 10 · EIN 64-0760834 | Accounting | $16,002 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,197 | $66,813-56.3% | $100,516-71.0% | $73,488-60.3% |
| Participation rate | 81.8% | 77.5%+4.3pp | 79.4%+2.4pp | 70.7%+11.1pp |
| Annual return | 15.45% | 25.70%-10.2pp | 30.89%-15.4pp | 28.51%-13.1pp |
| Employer contribution / active EE | $449 | $2,147-79.1% | $3,418-86.9% | $2,270-80.2% |
| Participant deferral / active EE | $1,969 | $5,883-66.5% | $6,270-68.6% | $3,740-47.3% |
| Admin fee / account holder | $97 | $512-81.1% | $8,081-98.8% | $513-81.2% |