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 GROUP3+ years Filed as: STANCORP FINACIAL GROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $228,138 |
RELIANCE TRUST COMPANY3+ years Service code 19 | Securities Custodian | $9,225 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
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.
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 | $2,845 | $80,976-96.5% | $86,590-96.7% | $80,976-96.5% |
| Participation rate | 44.3% | 68.3%-24.0pp | 73.5%-29.3pp | 68.3%-24.0pp |
| Annual return | 16.69% | 22.91%-6.2pp | 964.84%-948.2pp | 22.91%-6.2pp |
| Employer contribution / active EE | $0 | $2,402-100.0% | $2,839-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $248 | $3,848-93.6% | $3,609-93.1% | $3,848-93.6% |
| Admin fee / account holder | $45 | $67-33.8% | $4,906-99.1% | $67-33.8% |