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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $30,446 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $22,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,870 | $73,102-44.1% | $123,544-66.9% | $56,287-27.4% |
| Participation rate | 36.5% | 74.3%-37.8pp | 82.3%-45.8pp | 69.9%-33.3pp |
| Annual return | 9.82% | 3.01%+6.8pp | 119.20%-109.4pp | -9.96%+19.8pp |
| Employer contribution / active EE | $847 | $2,977-71.5% | $4,628-81.7% | $2,111-59.9% |
| Participant deferral / active EE | $1,267 | $5,423-76.6% | $6,426-80.3% | $3,350-62.2% |
| Admin fee / account holder | $220 | $554-60.3% | $9,284-97.6% | $521-57.8% |