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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $30,794 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $9,036 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,396 | $44,473-90.1% | $76,523-94.3% | $55,725-92.1% |
| Participation rate | 67.5% | 51.0%+16.5pp | 68.0%-0.5pp | 70.9%-3.4pp |
| Annual return | -5.39% | -2.01%-3.4pp | -0.27%-5.1pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,520 | $1,101+38.0% | $2,647-42.6% | $2,078-26.9% |
| Participant deferral / active EE | $368 | $1,988-81.5% | $3,835-90.4% | $3,356-89.0% |
| Admin fee / account holder | $87 | $134-34.9% | $4,848-98.2% | $115-24.2% |