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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $29,304 |
Filed as: SWBC INVESTMENT SERVICES, LLC Service code 27 · EIN 20-1484586 | Advisory (Plan) | $10,176 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $697 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,782 | $52,670-79.5% | $90,404-88.1% | $73,409-85.3% |
| Participation rate | 83.4% | 67.7%+15.7pp | 72.7%+10.7pp | 72.2%+11.2pp |
| Annual return | 9.14% | 20.70%-11.6pp | 1293.02%-1283.9pp | 59.29%-50.2pp |
| Employer contribution / active EE | $502 | $1,872-73.2% | $3,262-84.6% | $2,234-77.5% |
| Participant deferral / active EE | $1,125 | $2,807-59.9% | $3,963-71.6% | $3,805-70.4% |
| Admin fee / account holder | $93 | $117-20.2% | $5,611-98.3% | $158-41.0% |