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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $174,101 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $8,721 |
RETIREMENT, LLC2 years Filed as: NF RETIREMENT, INC. Service code 27 · EIN 04-2675571 | Advisory (Plan) | $2,521 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,433 | $70,115-75.1% | $70,515-75.3% | $80,160-78.3% |
| Participation rate | 89.3% | 71.7%+17.7pp | 68.3%+21.0pp | 72.9%+16.4pp |
| Annual return | 25.43% | 134.51%-109.1pp | 32.77%-7.3pp | 40.38%-15.0pp |
| Employer contribution / active EE | $1,190 | $3,021-60.6% | $2,973-60.0% | $2,978-60.1% |
| Participant deferral / active EE | $6,260 | $4,495+39.3% | $4,567+37.1% | $5,017+24.8% |
| Admin fee / account holder | $87 | $112-22.5% | $6,412-98.6% | $145-40.0% |