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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $28,521 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 27 · EIN 81-0776852 | Advisory (Plan) | $19,996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,366 | $42,810-15.1% | $169,463-78.5% | $55,725-34.7% |
| Participation rate | 63.2% | 64.7%-1.5pp | 77.8%-14.6pp | 70.9%-7.6pp |
| Annual return | -2.55% | -3.61%+1.1pp | 1.83%-4.4pp | 244.93%-247.5pp |
| Employer contribution / active EE | $1,348 | $1,402-3.8% | $4,159-67.6% | $2,078-35.1% |
| Participant deferral / active EE | $2,214 | $3,141-29.5% | $5,277-58.0% | $3,356-34.0% |
| Admin fee / account holder | $99 | $106-6.7% | $9,109-98.9% | $115-13.7% |