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 8-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+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $126,090 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,038 | $65,292-75.4% | $106,619-85.0% | $65,292-75.4% |
| Participation rate | 69.5% | 72.4%-2.9pp | 78.0%-8.4pp | 72.4%-2.9pp |
| Annual return | 3.22% | 11.84%-8.6pp | 9.42%-6.2pp | 11.84%-8.6pp |
| Employer contribution / active EE | $816 | $2,302-64.5% | $3,947-79.3% | $2,302-64.5% |
| Participant deferral / active EE | $1,119 | $3,579-68.7% | $3,930-71.5% | $3,579-68.7% |
| Admin fee / account holder | $29 | $57-48.9% | $6,418-99.5% | $57-48.9% |