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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $57,314 |
Filed as: NAIL MCKINNEY PROFESSIONAL ASSOC. Service code 10 · EIN 64-0760834 | Accounting | $11,700 |
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).
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 | $44,814 | $73,638-39.1% | $108,410-58.7% | $79,386-43.5% |
| Participation rate | 82.3% | 77.4%+4.9pp | 80.1%+2.2pp | 70.7%+11.6pp |
| Annual return | 16.20% | 33.27%-17.1pp | 905.27%-889.1pp | 116.85%-100.7pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,720 | $6,218-72.3% | $6,563-73.8% | $4,046-57.5% |
| Admin fee / account holder | $115 | $638-82.0% | $7,295-98.4% | $626-81.7% |