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 GROUP2+ years Filed as: STAN CORP Service code 50 · EIN 93-1253576 | Direct Payment | $15,971 |
STANDARD RETIREMENT SERVICES2+ years Service code 59 · EIN 25-1838406 | Shareholder Servicing | $7,335 |
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.
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 | $22,725 | $80,753-71.9% | $136,294-83.3% | $62,292-63.5% |
| Participation rate | 58.8% | 73.5%-14.8pp | 81.9%-23.1pp | 69.5%-10.7pp |
| Annual return | 27.57% | 35.83%-8.3pp | 5155.94%-5128.4pp | 28.90%-1.3pp |
| Employer contribution / active EE | $2,147 | $2,884-25.5% | $4,695-54.3% | $2,042+5.1% |
| Participant deferral / active EE | $4,591 | $5,164-11.1% | $6,247-26.5% | $3,169+44.9% |
| Admin fee / account holder | $238 | $525-54.7% | $9,243-97.4% | $479-50.4% |