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 GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $90,414 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $31,797 |
Filed as: PRINCOR FINANCIAL SERVICES CORP Service code 27 · EIN 42-0941553 | Advisory (Plan) | $10,660 |
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 | $51,118 | $39,859+28.2% | $78,689-35.0% | $57,658-11.3% |
| Participation rate | 52.6% | 66.1%-13.5pp | 73.6%-20.9pp | 70.2%-17.6pp |
| Annual return | 6.66% | 18.96%-12.3pp | 62.18%-55.5pp | 5.13%+1.5pp |
| Employer contribution / active EE | $1,399 | $1,786-21.6% | $2,851-50.9% | $1,974-29.1% |
| Participant deferral / active EE | $2,510 | $2,248+11.6% | $3,517-28.6% | $3,061-18.0% |
| Admin fee / account holder | $294 | $76+285.4% | $4,510-93.5% | $95+210.6% |