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 | Shareholder servicing fees; Custodial... | $14,720 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $14,685 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,763 | $136,307-78.9% | $177,821-83.8% | $73,488-60.9% |
| Participation rate | 36.7% | 86.1%-49.4pp | 87.7%-51.0pp | 70.7%-34.0pp |
| Annual return | 38.90% | 18.68%+20.2pp | 48.32%-9.4pp | 28.51%+10.4pp |
| Employer contribution / active EE | $1,639 | $3,712-55.9% | $5,918-72.3% | $2,270-27.8% |
| Participant deferral / active EE | $3,966 | $5,829-32.0% | $7,714-48.6% | $3,740+6.1% |
| Admin fee / account holder | $234 | $596-60.6% | $12,427-98.1% | $513-54.3% |