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 GROUP7 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $37,888 |
SITTNER & NELSON LLC9+ years Filed as: SITTNER & NELSON, LLC Service code 27 · EIN 27-1606901 | Advisory (Plan) | $25,000 |
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 | $58,324 | $47,126+23.8% | $149,673-61.0% | $74,419-21.6% |
| Participation rate | 42.4% | 63.4%-21.0pp | 78.8%-36.3pp | 70.7%-28.3pp |
| Annual return | 17.48% | 22.75%-5.3pp | 134.42%-116.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $2,217 | $1,905+16.3% | $4,818-54.0% | $2,637-16.0% |
| Participant deferral / active EE | $2,944 | $2,728+7.9% | $5,680-48.2% | $4,528-35.0% |
| Admin fee / account holder | $247 | $343-27.9% | $13,210-98.1% | $348-28.9% |