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 |
|---|---|---|
STAN CORP FINANCIAL GROUP1+ years Filed as: STAN CORP Service code 50 · EIN 93-1253576 | Direct Payment | $11,899 |
STANDARD RETIREMENT SERVICES1+ years Service code 59 · EIN 25-1838406 | Shareholder Servicing | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,445 | $75,183-76.8% | $123,892-85.9% | $55,167-68.4% |
| Participation rate | 47.6% | 72.8%-25.2pp | 81.4%-33.8pp | 69.0%-21.4pp |
| Annual return | 21.75% | 19.01%+2.7pp | 47.52%-25.8pp | 169.23%-147.5pp |
| Employer contribution / active EE | $2,138 | $2,823-24.3% | $4,617-53.7% | $1,963+9.0% |
| Participant deferral / active EE | $4,781 | $5,084-6.0% | $5,984-20.1% | $3,054+56.5% |
| Admin fee / account holder | $224 | $663-66.2% | $8,357-97.3% | $504-55.6% |