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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $69,558 |
INDEPENDENT FINANCIAL GROUP LLC2+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $17,149 |
STANDARD RETIREMENT SERVICES2+ years Service code 19 | Securities Custodian | $1,262 |
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 | $54,072 | $39,819+35.8% | $67,834-20.3% | $57,658-6.2% |
| Participation rate | 33.8% | 61.2%-27.4pp | 68.8%-35.0pp | 70.2%-36.4pp |
| Annual return | 7.73% | 9.19%-1.5pp | 138.47%-130.7pp | 5.13%+2.6pp |
| Employer contribution / active EE | $467 | $1,277-63.4% | $2,403-80.6% | $1,974-76.4% |
| Participant deferral / active EE | $1,582 | $2,209-28.4% | $3,160-49.9% | $3,061-48.3% |
| Admin fee / account holder | $236 | $84+182.5% | $4,622-94.9% | $95+149.9% |