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 GROUP7 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $42,859 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $9,300 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,053 | $67,984-58.7% | $65,493-57.2% | $74,304-62.2% |
| Participation rate | 94.3% | 66.3%+28.0pp | 73.1%+21.2pp | 60.3%+34.0pp |
| Annual return | 14.38% | 19.87%-5.5pp | 982.45%-968.1pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,785 | $2,491+11.8% | $2,574+8.2% | $2,241+24.3% |
| Participant deferral / active EE | $4,512 | $3,346+34.8% | $3,961+13.9% | $3,767+19.8% |
| Admin fee / account holder | $222 | $1,373-83.8% | $5,028-95.6% | $2,969-92.5% |