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 GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $17,281 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $16,075 |
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 | $50,602 | $58,264-13.1% | $86,612-41.6% | $71,457-29.2% |
| Participation rate | 31.6% | 65.0%-33.3pp | 71.7%-40.1pp | 67.9%-36.3pp |
| Annual return | 15.60% | 21.63%-6.0pp | 591.07%-575.5pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,005 | $2,574-61.0% | $3,022-66.8% | $2,588-61.2% |
| Participant deferral / active EE | $1,582 | $3,436-54.0% | $4,438-64.3% | $4,289-63.1% |
| Admin fee / account holder | $340 | $1,057-67.8% | $5,614-93.9% | $1,587-78.6% |