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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $38,379 |
KUENZI & COMPANY LLC1 year Service code 10 · EIN 93-1235599 | Accounting | $11,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,920 | $59,805+47.0% | $79,550+10.5% | $68,494+28.4% |
| Participation rate | 46.3% | 61.1%-14.7pp | 69.5%-23.2pp | 67.9%-21.6pp |
| Annual return | -15.63% | -12.30%-3.3pp | 0.16%-15.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $789 | $1,505-47.5% | $2,413-67.3% | $2,596-69.6% |
| Participant deferral / active EE | $3,538 | $3,024+17.0% | $3,985-11.2% | $4,027-12.2% |
| Admin fee / account holder | $290 | $4,835-94.0% | $6,832-95.8% | $5,403-94.6% |