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 GROUP11+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $33,288 |
USI CONSULTING GROUP11+ years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,969 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,900 | $109,881-47.3% | $150,045-61.4% | $84,808-31.7% |
| Participation rate | 99.0% | 76.1%+22.9pp | 82.3%+16.6pp | 68.3%+30.7pp |
| Annual return | 12.71% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,407 | $3,561-60.5% | $4,693-70.0% | $2,631-46.5% |
| Participant deferral / active EE | $5,438 | $6,636-18.1% | $7,997-32.0% | $4,212+29.1% |
| Admin fee / account holder | $298 | $8,568-96.5% | $13,435-97.8% | $7,344-95.9% |