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; Custodial (other t... | $31,906 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $4,205 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,705 | $65,435-62.2% | $86,677-71.5% | $66,914-63.1% |
| Participation rate | 90.0% | 75.5%+14.5pp | 76.6%+13.4pp | 69.8%+20.2pp |
| Annual return | -12.99% | -10.89%-2.1pp | 35.91%-48.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $598 | $2,153-72.2% | $2,836-78.9% | $2,544-76.5% |
| Participant deferral / active EE | $2,173 | $4,100-47.0% | $4,656-53.3% | $4,237-48.7% |
| Admin fee / account holder | $51 | $642-92.1% | $7,493-99.3% | $593-91.4% |