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 GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $112,154 |
GBQ PARTNERS1 year Filed as: GBQ PARTNERS, LLC Service code 10 · EIN 20-2122306 | Accounting | $5,450 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,739 | $48,166-65.2% | $96,562-82.7% | $93,030-82.0% |
| Participation rate | 81.7% | 65.1%+16.6pp | 69.8%+11.9pp | 73.9%+7.8pp |
| Annual return | 17.18% | 21.31%-4.1pp | 37.78%-20.6pp | 158.70%-141.5pp |
| Employer contribution / active EE | $0 | $1,070-100.0% | $2,356-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $1,098 | $2,576-57.4% | $3,849-71.5% | $4,562-75.9% |
| Admin fee / account holder | $20 | $110-81.4% | $6,181-99.7% | $152-86.5% |