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 9-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 GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $50,697 |
WEINSTEIN ZUGMAN, LLC1 year Filed as: WEINSTEIN SPIRA & COMPANY, P.C. Service code 10 · EIN 74-2181616 | Accounting | $16,000 |
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 | $28,720 | $59,097-51.4% | $82,389-65.1% | $74,304-61.3% |
| Participation rate | 86.3% | 52.8%+33.5pp | 69.5%+16.8pp | 60.3%+26.0pp |
| Annual return | 13.53% | 22.85%-9.3pp | 28.67%-15.1pp | 29.43%-15.9pp |
| Employer contribution / active EE | $607 | $1,601-62.1% | $2,517-75.9% | $2,241-72.9% |
| Participant deferral / active EE | $5,143 | $2,775+85.3% | $4,155+23.8% | $3,767+36.5% |
| Admin fee / account holder | $176 | $4,489-96.1% | $7,231-97.6% | $2,969-94.1% |