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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $20,537 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 10 · EIN 36-4291971 | Accounting | $9,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,116 | $65,435-15.8% | $86,677-36.4% | $66,914-17.6% |
| Participation rate | 41.1% | 75.5%-34.4pp | 76.6%-35.5pp | 69.8%-28.7pp |
| Annual return | -15.20% | -10.89%-4.3pp | 35.91%-51.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,034 | $2,153-52.0% | $2,836-63.6% | $2,544-59.4% |
| Participant deferral / active EE | $2,233 | $4,100-45.5% | $4,656-52.0% | $4,237-47.3% |
| Admin fee / account holder | $89 | $642-86.1% | $7,493-98.8% | $593-85.0% |