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 | Claims processing; Direct payment fro... | $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 | $64,705-56.6% | $62,929-55.4% | $67,986-58.7% |
| Participation rate | 94.3% | 65.6%+28.7pp | 73.1%+21.2pp | 57.2%+37.1pp |
| Annual return | 14.38% | 20.31%-5.9pp | 1063.93%-1049.6pp | 31.67%-17.3pp |
| Employer contribution / active EE | $2,785 | $2,376+17.2% | $2,505+11.2% | $2,019+38.0% |
| Participant deferral / active EE | $4,512 | $3,198+41.1% | $3,888+16.0% | $3,358+34.4% |
| Admin fee / account holder | $222 | $1,428-84.5% | $5,065-95.6% | $3,203-93.1% |