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 7-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 12 · EIN 93-1253576 | Recordkeeping and information managem... | $119,954 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,357 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,032 | $58,644-93.1% | $177,989-97.7% | $199,593-98.0% |
| Participation rate | 86.4% | 65.5%+20.9pp | 77.1%+9.3pp | 72.0%+14.4pp |
| Annual return | 15.94% | 19.25%-3.3pp | 294.48%-278.5pp | 34.25%-18.3pp |
| Employer contribution / active EE | $55 | $1,801-97.0% | $3,949-98.6% | $3,034-98.2% |
| Participant deferral / active EE | $1,449 | $4,248-65.9% | $6,276-76.9% | $5,087-71.5% |
| Admin fee / account holder | $34 | $145-76.6% | $10,363-99.7% | $269-87.4% |