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 6-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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $33,265 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,432 |
Filed as: ASSUREDPARTNERS INVESTMENT ADVISORS Service code 27 · EIN 45-2712335 | Advisory (Plan) | $2,567 |
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 | $23,502 | $52,406-55.2% | $129,207-81.8% | $74,495-68.5% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 22.13% | 15.66%+6.5pp | 9417.33%-9395.2pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $1,683 | $1,531+10.0% | $4,153-59.5% | $2,623-35.8% |
| Participant deferral / active EE | $4,023 | $2,794+44.0% | $4,168-3.5% | $4,346-7.4% |
| Admin fee / account holder | $209 | $2,633-92.1% | $7,715-97.3% | $1,942-89.2% |