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 7-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 | Custodial (other than securities); Cl... | $86,030 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 70 · EIN 47-1411118 | Consulting Fees | $51,240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,638 | $50,820+13.4% | $155,567-62.9% | $77,671-25.8% |
| Participation rate | 99.1% | 63.1%+35.9pp | 78.2%+20.9pp | 70.6%+28.5pp |
| Annual return | 13.87% | 34.85%-21.0pp | 64.74%-50.9pp | 31.21%-17.3pp |
| Employer contribution / active EE | $1,666 | $1,993-16.4% | $4,674-64.4% | $2,726-38.9% |
| Participant deferral / active EE | $4,072 | $2,823+44.2% | $5,628-27.7% | $4,648-12.4% |
| Admin fee / account holder | $112 | $436-74.2% | $15,916-99.3% | $430-73.9% |