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 GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $47,215 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $27,290 |
STANDARD RETIREMENT SERVICES1+ years Service code 19 | Securities Custodian | $1,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,913 | $39,458+26.5% | $60,547-17.6% | $55,191-9.6% |
| Participation rate | 45.7% | 59.6%-13.9pp | 68.0%-22.2pp | 69.2%-23.4pp |
| Annual return | 26.39% | 3.35%+23.0pp | 335.64%-309.3pp | 10.78%+15.6pp |
| Employer contribution / active EE | $565 | $1,210-53.3% | $2,419-76.7% | $1,899-70.3% |
| Participant deferral / active EE | $1,953 | $2,140-8.8% | $3,328-41.3% | $3,046-35.9% |
| Admin fee / account holder | $186 | $95+95.8% | $4,536-95.9% | $91+105.2% |