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 GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $56,597 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,673 | $54,701-12.8% | $86,188-44.7% | $71,457-33.3% |
| Participation rate | 97.7% | 60.1%+37.6pp | 69.0%+28.7pp | 67.9%+29.7pp |
| Annual return | 19.18% | 20.06%-0.9pp | 1168.45%-1149.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $724 | $1,265-42.8% | $2,380-69.6% | $2,588-72.0% |
| Participant deferral / active EE | $5,106 | $3,108+64.3% | $3,985+28.1% | $4,289+19.0% |
| Admin fee / account holder | $282 | $1,922-85.3% | $6,852-95.9% | $1,587-82.2% |