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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $59,566 |
Filed as: BANK OF AMERICA N.A. Service code 27 · EIN 13-5674085 | Advisory (Plan) | $22,535 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $19,555 |
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 | $46,479 | $50,982-8.8% | $154,803-70.0% | $85,563-45.7% |
| Participation rate | 70.8% | 59.8%+11.1pp | 78.1%-7.2pp | 66.0%+4.9pp |
| Annual return | 9.73% | 30.35%-20.6pp | 58.88%-49.2pp | 31.51%-21.8pp |
| Employer contribution / active EE | $863 | $1,708-49.5% | $4,305-80.0% | $2,654-67.5% |
| Participant deferral / active EE | $2,794 | $2,474+12.9% | $5,540-49.6% | $4,375-36.1% |
| Admin fee / account holder | $186 | $846-78.0% | $14,329-98.7% | $834-77.7% |