See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Claims proc... | $47,669 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,741 | $65,908-38.2% | $81,812-50.2% | $77,643-47.5% |
| Participation rate | 62.5% | 65.8%-3.3pp | 72.3%-9.8pp | 70.6%-8.1pp |
| Annual return | 14.57% | 26.64%-12.1pp | 773.79%-759.2pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,456 | $2,370-38.6% | $2,912-50.0% | $2,726-46.6% |
| Participant deferral / active EE | $2,937 | $3,505-16.2% | $4,319-32.0% | $4,647-36.8% |
| Admin fee / account holder | $236 | $526-55.2% | $7,386-96.8% | $430-45.2% |