See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC2 years Service code 13 · EIN 47-4307716 | Contract Administrator | $11,521 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $10,061 |
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 | $50,473 | $101,317-50.2% | $146,958-65.7% | $74,495-32.2% |
| Participation rate | 85.0% | 75.5%+9.5pp | 82.2%+2.9pp | 67.2%+17.8pp |
| Annual return | 39.57% | 8730.91%-8691.3pp | 418.34%-378.8pp | 1364.94%-1325.4pp |
| Employer contribution / active EE | $4,303 | $3,810+12.9% | $4,933-12.8% | $2,623+64.1% |
| Participant deferral / active EE | $8,463 | $7,303+15.9% | $8,070+4.9% | $4,346+94.7% |
| Admin fee / account holder | $105 | $1,739-93.9% | $12,998-99.2% | $1,942-94.6% |