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 ... | $37,977 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $25,756 |
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 | $42,244 | $79,694-47.0% | $96,139-56.1% | $79,386-46.8% |
| Participation rate | 60.5% | 54.0%+6.6pp | 68.4%-7.9pp | 70.7%-10.2pp |
| Annual return | 44.91% | 40.84%+4.1pp | 191.94%-147.0pp | 116.85%-71.9pp |
| Employer contribution / active EE | $3,223 | $1,443+123.3% | $2,797+15.2% | $2,427+32.8% |
| Participant deferral / active EE | $2,122 | $2,539-16.4% | $4,349-51.2% | $4,046-47.5% |
| Admin fee / account holder | $193 | $630-69.4% | $5,537-96.5% | $626-69.2% |