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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $14,680 |
GOLDMAN SACHS1 year Filed as: GILL CAPITAL PARTNERS Service code 27 · EIN 84-0920092 | Advisory (Plan) | $6,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,636 | $69,362-27.0% | $101,248-50.0% | $73,488-31.1% |
| Participation rate | 33.0% | 68.4%-35.3pp | 75.8%-42.8pp | 70.7%-37.6pp |
| Annual return | 14.53% | 18.46%-3.9pp | 46.47%-31.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $973 | $3,300-70.5% | $4,370-77.7% | $3,740-74.0% |
| Admin fee / account holder | $160 | $704-77.3% | $5,945-97.3% | $513-68.9% |