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 |
|---|---|---|
KORNERSTONE, INC.1 year Service code 27 · EIN 46-4657858 | Advisory (Plan) | $32,010 |
STANCORP FINANCIAL GROUP3+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $20,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,505 | $46,173-31.8% | $170,442-81.5% | $69,631-54.8% |
| Participation rate | 68.8% | 63.9%+4.9pp | 83.6%-14.8pp | 70.7%-1.9pp |
| Annual return | 22.07% | 21.62%+0.4pp | 205.93%-183.9pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $1,360 | $1,610-15.5% | $5,433-75.0% | $2,032-33.1% |
| Participant deferral / active EE | $2,658 | $2,080+27.8% | $4,939-46.2% | $3,224-17.6% |
| Admin fee / account holder | $20 | $116-83.2% | $13,880-99.9% | $110-82.3% |