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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $25,303 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,090 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,834 | $70,908-43.8% | $98,907-59.7% | $73,488-45.8% |
| Participation rate | 82.6% | 73.8%+8.8pp | 76.0%+6.6pp | 70.7%+11.9pp |
| Annual return | 10.68% | 34.17%-23.5pp | 196.43%-185.7pp | 28.51%-17.8pp |
| Employer contribution / active EE | $946 | $2,036-53.5% | $2,689-64.8% | $2,270-58.3% |
| Participant deferral / active EE | $2,122 | $3,500-39.4% | $4,244-50.0% | $3,740-43.3% |
| Admin fee / account holder | $173 | $535-67.7% | $6,642-97.4% | $513-66.3% |