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 6-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 11 · EIN 93-1253576 | Actuarial | $120,384 |
Service code 10 · EIN 56-1750124 | Accounting | $15,000 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE Service code 19 · EIN 58-1428634 | Securities Custodian | $5,182 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -12.66% | 93.59%-106.2pp | 22.50%-35.2pp | 39.77%-52.4pp |
| Employer contribution / active EE | $3,615 | $17,832-79.7% | $33,849-89.3% | $19,959-81.9% |
| Participant deferral / active EE | $3,615 | $1,653+118.7% | $101+3481.8% | $614+489.1% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |