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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $29,499 |
FIRST NATIONAL TRUST COMPANY3 years Service code 17 12 FEDERAL STREET · PITTSBURGH, PA 15212 | Pension Consulting | $21,027 |
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.
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 | $33,795 | $54,193-37.6% | $93,606-63.9% | $77,643-56.5% |
| Participation rate | 26.4% | 63.9%-37.5pp | 68.7%-42.3pp | 70.6%-44.2pp |
| Annual return | 11.19% | 30.54%-19.4pp | 133.20%-122.0pp | 31.24%-20.0pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $484 | $3,144-84.6% | $4,411-89.0% | $4,647-89.6% |
| Admin fee / account holder | $191 | $576-66.9% | $8,285-97.7% | $430-55.7% |