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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $51,594 |
Filed as: NAIL MCKINNEY PROFESSIONAL ASSOC. Service code 10 · EIN 64-0760834 | Accounting | $5,681 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,623 | $58,320-45.8% | $86,436-63.4% | $66,914-52.7% |
| Participation rate | 81.1% | 78.6%+2.5pp | 80.3%+0.8pp | 69.8%+11.3pp |
| Annual return | -16.23% | -9.71%-6.5pp | 4394.89%-4411.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,614 | $6,899-76.6% | $6,952-76.8% | $4,237-61.9% |
| Admin fee / account holder | $82 | $546-84.9% | $6,731-98.8% | $593-86.1% |