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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $19,481 |
Filed as: ARTHUR J GALLAHGER & CO Service code 10 · EIN 13-3727333 | Accounting | $12,500 |
Service code 10 · EIN 76-0171984 | Accounting | $10,500 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,408 | $59,186-16.5% | $76,768-35.6% | $56,287-12.2% |
| Participation rate | 34.5% | 75.2%-40.7pp | 77.0%-42.4pp | 69.9%-35.3pp |
| Annual return | -5.36% | 6.62%-12.0pp | 2.43%-7.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $918 | $3,255-71.8% | $3,852-76.2% | $3,350-72.6% |
| Admin fee / account holder | $384 | $489-21.5% | $6,675-94.2% | $521-26.3% |