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 9-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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $36,450 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 19 ONE NORTH JEFFERSON · ST LOUIS, MO 63103 | Securities Custodian | $35,462 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 22 · EIN 71-0927304 | Insurance Broker | $19,367 |
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFITS UNLIMITED, INC Service code 10 · EIN 33-0499726 | Accounting | $7,166 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $1,719 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,923 | $49,138+38.2% | $84,015-19.2% | $65,185+4.2% |
| Participation rate | 86.8% | 60.7%+26.0pp | 69.0%+17.8pp | 70.2%+16.6pp |
| Annual return | 23.17% | 23.00%+0.2pp | 71.31%-48.1pp | 29.38%-6.2pp |
| Employer contribution / active EE | $491 | $914-46.3% | $1,983-75.3% | $2,177-77.5% |
| Participant deferral / active EE | $3,025 | $2,397+26.2% | $3,239-6.6% | $3,514-13.9% |
| Admin fee / account holder | $520 | $543-4.3% | $6,101-91.5% | $847-38.6% |