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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $20,765 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,324 |
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 | $30,119 | $58,083-48.1% | $80,019-62.4% | $56,287-46.5% |
| Participation rate | 80.1% | 73.6%+6.5pp | 75.8%+4.3pp | 69.9%+10.3pp |
| Annual return | -3.14% | 34.61%-37.8pp | 11.22%-14.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,285 | $1,932-33.5% | $2,468-47.9% | $2,111-39.1% |
| Participant deferral / active EE | $2,256 | $3,135-28.0% | $3,686-38.8% | $3,350-32.7% |
| Admin fee / account holder | $92 | $623-85.2% | $6,521-98.6% | $521-82.3% |