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); Cl... | $87,696 |
KBF CPAS LLP1 year Service code 10 · EIN 82-1030164 | Accounting | $13,000 |
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 | $134,149 | $100,801+33.1% | $149,696-10.4% | $73,409+82.7% |
| Participation rate | 92.1% | 77.7%+14.4pp | 82.5%+9.6pp | 72.2%+19.9pp |
| Annual return | 18.33% | 265.34%-247.0pp | 276.60%-258.3pp | 59.29%-41.0pp |
| Employer contribution / active EE | $3,095 | $3,312-6.5% | $4,644-33.4% | $2,234+38.6% |
| Participant deferral / active EE | $10,545 | $6,404+64.7% | $6,842+54.1% | $3,805+177.1% |
| Admin fee / account holder | $51 | $181-71.9% | $9,309-99.5% | $158-67.8% |