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 GROUP9+ years Filed as: STANCORP FINACIAL GROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $356,848 |
RELIANCE TRUST COMPANY8 years Filed as: RELIANCE Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
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 | $5,290 | $52,660-90.0% | $86,612-93.9% | $80,160-93.4% |
| Participation rate | 86.3% | 62.4%+23.9pp | 71.7%+14.6pp | 72.9%+13.4pp |
| Annual return | 15.36% | 24.87%-9.5pp | 591.07%-575.7pp | 40.38%-25.0pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $3,022-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,127 | $3,215-64.9% | $4,438-74.6% | $5,017-77.5% |
| Admin fee / account holder | $79 | $113-29.9% | $5,614-98.6% | $145-45.4% |