See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $43,574 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $14,657 |
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 | $27,273 | $55,415-50.8% | $155,509-82.5% | $74,495-63.4% |
| Participation rate | 90.6% | 61.9%+28.7pp | 78.2%+12.5pp | 67.2%+23.4pp |
| Annual return | 13.07% | 268.50%-255.4pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,054 | $2,267-9.4% | $4,672-56.0% | $2,623-21.7% |
| Participant deferral / active EE | $4,474 | $2,836+57.8% | $5,626-20.5% | $4,346+3.0% |
| Admin fee / account holder | $201 | $1,738-88.5% | $15,912-98.7% | $1,942-89.7% |