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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $36,590 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 · EIN 95-3845382 | Advisory (Plan) | $19,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,534 | $50,982-53.8% | $154,803-84.8% | $85,563-72.5% |
| Participation rate | 32.7% | 59.8%-27.1pp | 78.1%-45.4pp | 66.0%-33.3pp |
| Annual return | 19.00% | 30.35%-11.4pp | 58.88%-39.9pp | 31.51%-12.5pp |
| Employer contribution / active EE | $626 | $1,708-63.4% | $4,305-85.5% | $2,654-76.4% |
| Participant deferral / active EE | $1,004 | $2,474-59.4% | $5,540-81.9% | $4,375-77.1% |
| Admin fee / account holder | $236 | $846-72.1% | $14,329-98.4% | $834-71.8% |