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 8-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 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,668 | $106,028-60.7% | $146,958-71.6% | $77,643-46.3% |
| Participation rate | 63.9% | 78.4%-14.5pp | 82.2%-18.3pp | 70.6%-6.7pp |
| Annual return | 16.39% | 56.73%-40.3pp | 418.34%-402.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $3,722 | $4,063-8.4% | $4,933-24.5% | $2,726+36.6% |
| Participant deferral / active EE | $5,208 | $7,990-34.8% | $8,070-35.5% | $4,647+12.1% |
| Admin fee / account holder | $115 | $337-65.8% | $12,998-99.1% | $430-73.2% |