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 3-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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $82,086 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $71,629 |
RENASANT BANK1 year Service code 10 · EIN 64-0220550 | Accounting | $4,773 |
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 | $48,474 | $89,436-45.8% | $164,813-70.6% | $77,643-37.6% |
| Participation rate | 97.6% | 78.6%+18.9pp | 78.6%+18.9pp | 70.6%+27.0pp |
| Annual return | 19.02% | 28.83%-9.8pp | 69.93%-50.9pp | 31.24%-12.2pp |
| Employer contribution / active EE | $3,090 | $2,569+20.3% | $4,341-28.8% | $2,726+13.4% |
| Participant deferral / active EE | $6,404 | $4,897+30.8% | $6,031+6.2% | $4,647+37.8% |
| Admin fee / account holder | $162 | $339-52.4% | $12,690-98.7% | $430-62.5% |