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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $123,849 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $53,670 |
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 | $55,042 | $92,055-40.2% | $106,213-48.2% | $77,643-29.1% |
| Participation rate | 96.3% | 81.0%+15.3pp | 75.3%+21.1pp | 70.6%+25.8pp |
| Annual return | 14.00% | 17.91%-3.9pp | 116.14%-102.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,903 | $3,367-13.8% | $3,171-8.5% | $2,726+6.5% |
| Participant deferral / active EE | $6,212 | $5,386+15.3% | $5,016+23.8% | $4,647+33.7% |
| Admin fee / account holder | $218 | $219-0.4% | $11,033-98.0% | $430-49.3% |