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 GROUP8+ years Service code 12 · EIN 93-1075369 | Recordkeeping and information managem... | $40,168 |
KORNERSTONE, INC.7 years Service code 27 · EIN 46-4657858 | Advisory (Plan) | $14,640 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,674 |
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 | $34,527 | $47,722-27.6% | $82,719-58.3% | $64,808-46.7% |
| Participation rate | 44.4% | 67.6%-23.2pp | 72.6%-28.2pp | 71.5%-27.1pp |
| Annual return | -16.37% | -13.05%-3.3pp | 701.18%-717.5pp | 32.82%-49.2pp |
| Employer contribution / active EE | $950 | $2,179-56.4% | $3,009-68.4% | $2,506-62.1% |
| Participant deferral / active EE | $1,926 | $3,329-42.2% | $4,395-56.2% | $4,310-55.3% |
| Admin fee / account holder | $250 | $143+74.9% | $5,329-95.3% | $188+33.1% |