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 5-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 GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,846 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $2,087 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $3,867 | $58,347-93.4% | $85,682-95.5% | $86,799-95.5% |
| Participation rate | 87.0% | 64.9%+22.1pp | 69.9%+17.1pp | 72.3%+14.7pp |
| Annual return | 11.47% | 18.43%-7.0pp | 21.49%-10.0pp | 97.91%-86.4pp |
| Employer contribution / active EE | $416 | $1,751-76.2% | $2,618-84.1% | $2,405-82.7% |
| Participant deferral / active EE | $2,376 | $3,065-22.5% | $3,923-39.4% | $4,131-42.5% |
| Admin fee / account holder | $89 | $147-39.8% | $6,873-98.7% | $170-47.6% |