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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $36,538 |
Filed as: SWBC INVESTMENT SERVICES, LLC Service code 27 · EIN 20-1484586 | Advisory (Plan) | $18,708 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $9,450 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $1,738 |
Employer contribution per participant 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 | $10,360 | $58,290-82.2% | $98,442-89.5% | $86,799-88.1% |
| Participation rate | 94.6% | 68.3%+26.3pp | 73.3%+21.3pp | 72.3%+22.3pp |
| Annual return | 13.61% | 43.48%-29.9pp | 1492.73%-1479.1pp | 97.91%-84.3pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,960-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,482 | $3,152-53.0% | $4,276-65.3% | $4,131-64.1% |
| Admin fee / account holder | $135 | $138-2.1% | $5,949-97.7% | $170-20.5% |