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 | Claims processing; Custodial (securit... | $14,578 |
RELIANCE TRUST COMPANY6 years Service code 19 · EIN 58-1428634 | Securities Custodian | $8,811 |
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 | $90,861 | $111,491-18.5% | $189,513-52.1% | $86,799+4.7% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.8%+10.8pp | 72.3%+26.3pp |
| Annual return | 18.57% | 83.50%-64.9pp | 555.15%-536.6pp | 97.91%-79.3pp |
| Employer contribution / active EE | $2,150 | $3,951-45.6% | $6,162-65.1% | $2,405-10.6% |
| Participant deferral / active EE | $6,265 | $6,437-2.7% | $8,221-23.8% | $4,131+51.7% |
| Admin fee / account holder | $36 | $189-80.8% | $12,045-99.7% | $170-78.6% |