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 GROUP7+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $54,101 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $23,110 |
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 | $97,193 | $121,341-19.9% | $189,513-48.7% | $79,386+22.4% |
| Participation rate | 98.8% | 86.1%+12.7pp | 87.8%+11.0pp | 70.7%+28.1pp |
| Annual return | 13.17% | 21.08%-7.9pp | 555.15%-542.0pp | 116.85%-103.7pp |
| Employer contribution / active EE | $1,905 | $3,915-51.3% | $6,162-69.1% | $2,427-21.5% |
| Participant deferral / active EE | $4,666 | $6,395-27.0% | $8,221-43.2% | $4,046+15.3% |
| Admin fee / account holder | $158 | $651-75.8% | $12,045-98.7% | $626-74.8% |