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 | Custodial (other than securities); Di... | $19,101 |
TRUTINA FINANCIAL3 years Service code 27 · EIN 47-0995939 | Advisory (Plan) | $13,051 |
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 | $36,618 | $63,442-42.3% | $68,791-46.8% | $66,914-45.3% |
| Participation rate | 68.3% | 60.0%+8.4pp | 69.0%-0.7pp | 69.8%-1.5pp |
| Annual return | -9.16% | -8.29%-0.9pp | -6.38%-2.8pp | 1.58%-10.7pp |
| Employer contribution / active EE | $898 | $1,775-49.4% | $2,655-66.2% | $2,544-64.7% |
| Participant deferral / active EE | $2,775 | $2,945-5.8% | $3,941-29.6% | $4,237-34.5% |
| Admin fee / account holder | $231 | $577-59.9% | $4,932-95.3% | $593-61.0% |