Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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... | $81,760 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $43,424 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,668 | $106,110-60.7% | $147,005-71.7% | $77,671-46.4% |
| Participation rate | 63.9% | 78.4%-14.5pp | 82.2%-18.3pp | 70.6%-6.7pp |
| Annual return | 16.39% | 56.77%-40.4pp | 418.76%-402.4pp | 31.21%-14.8pp |
| Employer contribution / active EE | $3,722 | $4,065-8.4% | $4,934-24.6% | $2,726+36.5% |
| Participant deferral / active EE | $5,208 | $7,992-34.8% | $8,070-35.5% | $4,648+12.0% |
| Admin fee / account holder | $115 | $338-65.9% | $13,006-99.1% | $430-73.2% |