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 |
|---|---|---|
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $68,933 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $9,189 |
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 | $103,937 | $119,446-13.0% | $150,045-30.7% | $85,563+21.5% |
| Participation rate | 92.0% | 75.4%+16.6pp | 82.3%+9.7pp | 66.0%+26.1pp |
| Annual return | 15.46% | 23.72%-8.3pp | 62.55%-47.1pp | 31.51%-16.1pp |
| Employer contribution / active EE | $6,245 | $4,078+53.1% | $4,693+33.1% | $2,654+135.3% |
| Participant deferral / active EE | $5,395 | $7,985-32.4% | $7,997-32.5% | $4,375+23.3% |
| Admin fee / account holder | $103 | $548-81.3% | $13,435-99.2% | $834-87.7% |