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 GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $31,078 |
INFINEX INVESTMENTS INC1 year Filed as: INFINEX INVESTMENTS, INC. Service code 27 · EIN 06-1367288 | Advisory (Plan) | $10,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,680 | $58,320-64.5% | $86,436-76.1% | $66,914-69.1% |
| Participation rate | 30.2% | 78.6%-48.4pp | 80.3%-50.2pp | 69.8%-39.6pp |
| Annual return | -15.19% | -9.71%-5.5pp | 4394.89%-4410.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $637 | $2,615-75.6% | $3,769-83.1% | $2,544-74.9% |
| Participant deferral / active EE | $1,141 | $6,899-83.5% | $6,952-83.6% | $4,237-73.1% |
| Admin fee / account holder | $149 | $546-72.6% | $6,731-97.8% | $593-74.8% |