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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $33,475 |
Filed as: EMPOWER ANNUITY INSUARNCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $202 |
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 | $53,852 | $47,126+14.3% | $149,673-64.0% | $74,419-27.6% |
| Participation rate | 97.0% | 63.4%+33.6pp | 78.8%+18.3pp | 70.7%+26.3pp |
| Annual return | 16.04% | 22.75%-6.7pp | 134.42%-118.4pp | 34.38%-18.3pp |
| Employer contribution / active EE | $4,387 | $1,905+130.2% | $4,818-8.9% | $2,637+66.3% |
| Participant deferral / active EE | $3,874 | $2,728+42.0% | $5,680-31.8% | $4,528-14.4% |
| Admin fee / account holder | $83 | $343-75.9% | $13,210-99.4% | $348-76.3% |