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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $74,739 |
USI CONSULTING GROUP9 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $28,270 |
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 | $43,019 | $82,917-48.1% | $103,333-58.4% | $77,643-44.6% |
| Participation rate | 78.5% | 71.6%+7.0pp | 74.5%+4.0pp | 70.6%+8.0pp |
| Annual return | 12.34% | 19.13%-6.8pp | 24.88%-12.5pp | 31.24%-18.9pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,227 | $4,108-21.5% | $5,057-36.2% | $4,647-30.6% |
| Admin fee / account holder | $144 | $638-77.5% | $8,355-98.3% | $430-66.6% |