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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $84,870 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,403 |
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 | $48,273 | $75,284-35.9% | $91,001-47.0% | $69,631-30.7% |
| Participation rate | 97.7% | 80.4%+17.3pp | 75.6%+22.1pp | 70.7%+27.0pp |
| Annual return | 16.42% | 48.40%-32.0pp | 4.60%+11.8pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $2,482 | $2,473+0.4% | $2,456+1.1% | $2,032+22.1% |
| Participant deferral / active EE | $3,491 | $3,700-5.6% | $3,547-1.6% | $3,224+8.3% |
| Admin fee / account holder | $231 | $111+109.0% | $5,417-95.7% | $110+109.2% |