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 GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $54,934 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,017 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $5,903 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,553 | $59,417-4.8% | $93,606-39.6% | $74,495-24.1% |
| Participation rate | 96.7% | 59.7%+37.0pp | 68.7%+28.0pp | 67.2%+29.5pp |
| Annual return | 15.49% | 81.83%-66.3pp | 133.20%-117.7pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $726 | $1,264-42.5% | $2,420-70.0% | $2,623-72.3% |
| Participant deferral / active EE | $5,586 | $3,050+83.1% | $4,411+26.6% | $4,346+28.5% |
| Admin fee / account holder | $276 | $3,021-90.9% | $8,285-96.7% | $1,942-85.8% |