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 |
|---|---|---|
SFIA LLC6 years Service code 27 · EIN 82-0759826 | Advisory (Plan) | $24,717 |
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $17,872 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,404 | $88,581-56.6% | $145,661-73.6% | $74,304-48.3% |
| Participation rate | 85.9% | 64.9%+21.0pp | 77.2%+8.7pp | 60.3%+25.6pp |
| Annual return | 11.75% | 34.30%-22.5pp | 101.46%-89.7pp | 29.43%-17.7pp |
| Employer contribution / active EE | $2,164 | $2,612-17.1% | $4,238-48.9% | $2,241-3.4% |
| Participant deferral / active EE | $4,690 | $4,151+13.0% | $7,198-34.8% | $3,767+24.5% |
| Admin fee / account holder | $206 | $2,953-93.0% | $12,466-98.3% | $2,969-93.1% |