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 GROUP1 year Filed as: STANCORP Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $14,376 |
FINANCIAL ADVOCATES1 year Filed as: FINANCIAL ADVOCATES ADVISORY SER Service code 27 · EIN 26-2456952 | Advisory (Plan) | $9,955 |
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 | $37,416 | $77,813-51.9% | $123,544-69.7% | $64,186-41.7% |
| Participation rate | 94.3% | 74.7%+19.5pp | 82.3%+12.0pp | 69.6%+24.7pp |
| Annual return | -1.73% | 12.48%-14.2pp | 119.20%-120.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $2,135 | $3,014-29.2% | $4,628-53.9% | $2,381-10.3% |
| Participant deferral / active EE | $7,948 | $5,240+51.7% | $6,426+23.7% | $3,470+129.1% |
| Admin fee / account holder | $176 | $5,519-96.8% | $9,284-98.1% | $4,888-96.4% |