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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $94,905 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $36,349 |
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 | $53,105 | $85,135-37.6% | $98,907-46.3% | $73,409-27.7% |
| Participation rate | 97.7% | 81.1%+16.6pp | 76.0%+21.7pp | 72.2%+25.5pp |
| Annual return | 23.76% | 19.14%+4.6pp | 196.43%-172.7pp | 59.29%-35.5pp |
| Employer contribution / active EE | $0 | $2,721-100.0% | $2,689-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,999 | $4,349-8.0% | $4,244-5.8% | $3,805+5.1% |
| Admin fee / account holder | $218 | $139+56.3% | $6,642-96.7% | $158+37.9% |