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 GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $186,022 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 | Advisory (Plan) | $56,978 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,382 | $122,186-81.7% | $146,958-84.8% | $199,593-88.8% |
| Participation rate | 96.2% | 78.3%+17.9pp | 82.2%+14.0pp | 72.0%+24.2pp |
| Annual return | 16.68% | 30.56%-13.9pp | 418.34%-401.7pp | 34.25%-17.6pp |
| Employer contribution / active EE | $1,812 | $4,093-55.7% | $4,933-63.3% | $3,034-40.3% |
| Participant deferral / active EE | $4,086 | $8,502-51.9% | $8,070-49.4% | $5,087-19.7% |
| Admin fee / account holder | $114 | $179-36.1% | $12,998-99.1% | $269-57.5% |