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 Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $50,978 |
Filed as: NAIL MCKINNEY PROFESSIONAL ASSOC. Service code 10 · EIN 64-0760834 | Accounting | $10,350 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,078 | $69,477-33.7% | $94,646-51.3% | $71,457-35.5% |
| Participation rate | 81.9% | 78.4%+3.5pp | 80.8%+1.1pp | 67.9%+14.0pp |
| Annual return | 16.20% | 29.66%-13.5pp | 156.71%-140.5pp | 28.85%-12.6pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,847 | $7,345-74.8% | $7,418-75.1% | $4,289-56.9% |
| Admin fee / account holder | $103 | $1,210-91.5% | $7,231-98.6% | $1,587-93.5% |