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 GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $20,378 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,612 | $51,197-9.0% | $82,719-43.7% | $66,914-30.3% |
| Participation rate | 38.6% | 67.8%-29.2pp | 72.6%-33.9pp | 69.8%-31.2pp |
| Annual return | -17.10% | -9.64%-7.5pp | 701.18%-718.3pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,393 | $2,611-46.6% | $3,009-53.7% | $2,544-45.3% |
| Participant deferral / active EE | $1,590 | $3,458-54.0% | $4,395-63.8% | $4,237-62.5% |
| Admin fee / account holder | $378 | $416-9.0% | $5,329-92.9% | $593-36.3% |