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 GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $45,385 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,655 | $82,917-23.2% | $103,333-38.4% | $77,643-18.0% |
| Participation rate | 34.6% | 71.6%-36.9pp | 74.5%-39.9pp | 70.6%-35.9pp |
| Annual return | 15.92% | 19.13%-3.2pp | 24.88%-9.0pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,746 | $3,552-50.8% | $3,868-54.9% | $2,726-35.9% |
| Participant deferral / active EE | $3,406 | $4,108-17.1% | $5,057-32.6% | $4,647-26.7% |
| Admin fee / account holder | $154 | $638-75.8% | $8,355-98.2% | $430-64.2% |