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 GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $11,115 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $11,028 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,224 |
401(K) ADVISORS INC1 year Filed as: 401(K) ADVISORS INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $7,111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,950 | $66,124-21.4% | $90,404-42.5% | $73,488-29.3% |
| Participation rate | 45.4% | 69.7%-24.3pp | 72.7%-27.3pp | 70.7%-25.3pp |
| Annual return | 12.69% | 17.65%-5.0pp | 1293.02%-1280.3pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,253 | $2,346-46.6% | $3,262-61.6% | $2,270-44.8% |
| Participant deferral / active EE | $1,332 | $3,039-56.2% | $3,963-66.4% | $3,740-64.4% |
| Admin fee / account holder | $234 | $396-41.0% | $5,611-95.8% | $513-54.5% |