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 GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $33,946 |
SITTNER & NELSON LLC8+ years Filed as: SITTNER & NELSON, LLC Service code 27 · EIN 27-1606901 | Advisory (Plan) | $20,000 |
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 | $51,279 | $65,061-21.2% | $143,757-64.3% | $66,914-23.4% |
| Participation rate | 78.7% | 65.2%+13.5pp | 80.3%-1.6pp | 69.8%+8.9pp |
| Annual return | -12.95% | -11.14%-1.8pp | -0.04%-12.9pp | 1.58%-14.5pp |
| Employer contribution / active EE | $4,205 | $2,361+78.1% | $4,951-15.1% | $2,544+65.3% |
| Participant deferral / active EE | $5,709 | $2,919+95.6% | $5,637+1.3% | $4,237+34.7% |
| Admin fee / account holder | $208 | $502-58.5% | $14,673-98.6% | $593-64.9% |