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 GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $124,580 |
GBQ PARTNERS2 years Filed as: GBQ PARTNERS, LLC Service code 10 · EIN 20-2122306 | Accounting | $3,200 |
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 | $14,894 | $39,973-62.7% | $79,550-81.3% | $77,904-80.9% |
| Participation rate | 85.2% | 64.6%+20.6pp | 69.5%+15.7pp | 73.7%+11.6pp |
| Annual return | -14.54% | 3.42%-18.0pp | 0.16%-14.7pp | 12.21%-26.7pp |
| Employer contribution / active EE | $0 | $1,088-100.0% | $2,413-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,175 | $2,774-57.6% | $3,985-70.5% | $4,806-75.5% |
| Admin fee / account holder | $38 | $113-66.3% | $6,832-99.4% | $133-71.3% |