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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $45,966 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,463 | $60,323+20.1% | $81,812-11.4% | $74,495-2.7% |
| Participation rate | 98.7% | 62.9%+35.9pp | 72.3%+26.4pp | 67.2%+31.5pp |
| Annual return | 13.48% | 16.90%-3.4pp | 773.79%-760.3pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $4,361 | $2,620+66.4% | $2,912+49.7% | $2,623+66.3% |
| Participant deferral / active EE | $5,978 | $3,387+76.5% | $4,319+38.4% | $4,346+37.6% |
| Admin fee / account holder | $175 | $1,486-88.2% | $7,386-97.6% | $1,942-91.0% |