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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $88,452 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $30,926 |
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 | $54,549 | $74,347-26.6% | $93,606-41.7% | $67,579-19.3% |
| Participation rate | 97.9% | 80.6%+17.3pp | 75.8%+22.1pp | 71.3%+26.6pp |
| Annual return | 20.67% | 28.07%-7.4pp | 32.76%-12.1pp | 378.56%-357.9pp |
| Employer contribution / active EE | $2,408 | $2,583-6.8% | $2,718-11.4% | $2,148+12.1% |
| Participant deferral / active EE | $3,865 | $4,060-4.8% | $4,069-5.0% | $3,539+9.2% |
| Admin fee / account holder | $240 | $123+95.4% | $7,888-97.0% | $142+68.5% |