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 GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $35,443 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $31,212 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $84,487-100.0% | $125,339-100.0% | $66,914-100.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 82.4%-82.4pp | 69.8%-69.8pp |
| Annual return | 2.99% | -8.39%+11.4pp | 572.05%-569.1pp | 1.58%+1.4pp |
| Employer contribution / active EE | $1,147 | $3,553-67.7% | $4,814-76.2% | $2,544-54.9% |
| Participant deferral / active EE | $1,657 | $6,781-75.6% | $7,446-77.8% | $4,237-60.9% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |