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 | Custodial (other than securities); Di... | $36,518 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN LP Service code 27 · EIN 13-4064930 | Advisory (Plan) | $28,071 |
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 | $48,366 | $61,058-20.8% | $71,209-32.1% | $85,563-43.5% |
| Participation rate | 96.2% | 58.6%+37.7pp | 73.8%+22.5pp | 66.0%+30.3pp |
| Annual return | 12.71% | 100.41%-87.7pp | 282.51%-269.8pp | 31.51%-18.8pp |
| Employer contribution / active EE | $515 | $2,199-76.6% | $2,721-81.1% | $2,654-80.6% |
| Participant deferral / active EE | $3,958 | $3,173+24.8% | $4,175-5.2% | $4,375-9.5% |
| Admin fee / account holder | $93 | $855-89.1% | $5,349-98.3% | $834-88.8% |