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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $36,775 |
BRIGGS & VESELKA CO.3 years Filed as: BRIGGS & VESELKA Service code 10 · EIN 74-1769118 | Accounting | $13,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,357 | $85,202-16.2% | $172,739-58.7% | $72,985-2.2% |
| Participation rate | 64.9% | 70.1%-5.2pp | 82.6%-17.8pp | 69.5%-4.6pp |
| Annual return | 21.54% | 27.32%-5.8pp | 802.84%-781.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,242 | $3,260-0.6% | $5,198-37.6% | $3,607-10.1% |
| Admin fee / account holder | $152 | $5,884-97.4% | $13,954-98.9% | $5,124-97.0% |