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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $89,239 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 71-0294708 | Advisory (Plan) | $29,199 |
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 | $31,554 | $54,193-41.8% | $93,606-66.3% | $77,643-59.4% |
| Participation rate | 94.9% | 63.9%+31.0pp | 68.7%+26.2pp | 70.6%+24.3pp |
| Annual return | 15.54% | 30.54%-15.0pp | 133.20%-117.7pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,009 | $1,168-13.6% | $2,420-58.3% | $2,726-63.0% |
| Participant deferral / active EE | $4,312 | $3,144+37.2% | $4,411-2.3% | $4,647-7.2% |
| Admin fee / account holder | $178 | $576-69.1% | $8,285-97.9% | $430-58.7% |