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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $40,586 |
BRIGGS & VESELKA CO.2 years Filed as: BRIGGS & VESELKA Service code 10 · EIN 74-1769118 | Accounting | $7,802 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,859 | $76,000-22.6% | $154,107-61.8% | $64,186-8.3% |
| Participation rate | 73.0% | 70.4%+2.6pp | 83.0%-10.0pp | 69.6%+3.5pp |
| Annual return | -6.43% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,375 | $3,175+6.3% | $5,081-33.6% | $3,470-2.7% |
| Admin fee / account holder | $121 | $5,596-97.8% | $13,411-99.1% | $4,888-97.5% |