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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $105,380 |
Filed as: DIGITAL INSURANCE, INC. Service code 27 · EIN 58-2522668 | Advisory (Plan) | $27,041 |
STANDARD RETIREMENT SERVICES3 years Service code 19 | Securities Custodian | $2,719 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,228 | $47,126-25.2% | $149,673-76.5% | $74,419-52.7% |
| Participation rate | 75.0% | 63.4%+11.6pp | 78.8%-3.8pp | 70.7%+4.2pp |
| Annual return | 10.49% | 22.75%-12.3pp | 134.42%-123.9pp | 34.38%-23.9pp |
| Employer contribution / active EE | $738 | $1,905-61.3% | $4,818-84.7% | $2,637-72.0% |
| Participant deferral / active EE | $2,719 | $2,728-0.3% | $5,680-52.1% | $4,528-39.9% |
| Admin fee / account holder | $224 | $343-34.5% | $13,210-98.3% | $348-35.5% |