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 | Recordkeeping and information managem... | $110,364 |
KBF CPAS LLP2 years Service code 10 · EIN 82-1030164 | Accounting | $13,000 |
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 | $143,409 | $104,317+37.5% | $159,436-10.1% | $86,799+65.2% |
| Participation rate | 94.8% | 77.7%+17.1pp | 82.8%+11.9pp | 72.3%+22.5pp |
| Annual return | 17.25% | 26.32%-9.1pp | 263.57%-246.3pp | 97.91%-80.7pp |
| Employer contribution / active EE | $3,223 | $3,451-6.6% | $4,829-33.3% | $2,405+34.0% |
| Participant deferral / active EE | $11,212 | $6,837+64.0% | $7,352+52.5% | $4,131+171.4% |
| Admin fee / account holder | $51 | $172-70.5% | $10,799-99.5% | $170-70.0% |