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 |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $14,927 |
STANCORP FINANCIAL GROUP6+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $830 |
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 | $138,815 | $81,474+70.4% | $133,956+3.6% | $73,488+88.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 54.00% | 19.40%+34.6pp | 45.09%+8.9pp | 28.51%+25.5pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,029 | $3,786+32.8% | $5,048-0.4% | $3,740+34.5% |
| Admin fee / account holder | $85 | $713-88.1% | $8,927-99.0% | $513-83.5% |