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 5-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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $18,900 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $15,913 |
AMERICAN REALTY ADVISORS1 year Filed as: THE AMERICAN AUDITORS GROUP, LLC Service code 10 · EIN 81-4229648 | Accounting | $7,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,070 | $128,603-79.7% | $197,124-86.8% | $67,986-61.7% |
| Participation rate | 91.9% | 81.7%+10.2pp | 86.7%+5.2pp | 57.2%+34.7pp |
| Annual return | 25.44% | 23.77%+1.7pp | 44.34%-18.9pp | 31.67%-6.2pp |
| Employer contribution / active EE | $68 | $4,379-98.4% | $6,227-98.9% | $2,019-96.6% |
| Participant deferral / active EE | $6,465 | $6,840-5.5% | $9,135-29.2% | $3,358+92.5% |
| Admin fee / account holder | $236 | $3,035-92.2% | $16,298-98.6% | $3,203-92.6% |