Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $39,906 |
Filed as: SHEPHERD RINANCIAL INVESTMENT ADVIS Service code 27 · EIN 82-0759826 | Advisory (Plan) | $27,118 |
THE SIEKMANN COMPANY8 years Service code 15 · EIN 31-0995736 | Recordkeeping | $615 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,185 | $88,982-75.1% | $102,438-78.3% | $77,671-71.4% |
| Participation rate | 90.0% | 80.9%+9.1pp | 76.5%+13.5pp | 70.6%+19.5pp |
| Annual return | 14.74% | 25.01%-10.3pp | 29.37%-14.6pp | 31.21%-16.5pp |
| Employer contribution / active EE | $2,587 | $2,698-4.1% | $3,024-14.4% | $2,726-5.1% |
| Participant deferral / active EE | $4,182 | $5,144-18.7% | $5,054-17.3% | $4,648-10.0% |
| Admin fee / account holder | $151 | $236-35.9% | $9,448-98.4% | $430-64.9% |