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 |
|---|---|---|
PREISZ ASSOCIATES9 years Filed as: PREISZ FINANCIAL Service code 27 · EIN 93-1297546 | Advisory (Plan) | $40,031 |
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $35,065 |
DELAP LLP1 year Service code 10 · EIN 93-0418710 | Accounting | $7,956 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,820 | $55,371+87.5% | $95,585+8.6% | $74,304+39.7% |
| Participation rate | 84.9% | 53.8%+31.1pp | 72.1%+12.9pp | 60.3%+24.6pp |
| Annual return | 11.21% | 24.26%-13.0pp | 38.56%-27.3pp | 29.43%-18.2pp |
| Employer contribution / active EE | $0 | $1,437-100.0% | $2,527-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,167 | $2,955+41.0% | $4,023+3.6% | $3,767+10.6% |
| Admin fee / account holder | $262 | $2,620-90.0% | $6,127-95.7% | $2,969-91.2% |