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 | Claims processing; Recordkeeping and ... | $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 | $132,049-80.3% | $200,582-87.0% | $74,304-64.9% |
| Participation rate | 91.9% | 84.1%+7.8pp | 86.9%+5.0pp | 60.3%+31.5pp |
| Annual return | 25.44% | 22.22%+3.2pp | 42.33%-16.9pp | 29.43%-4.0pp |
| Employer contribution / active EE | $68 | $4,558-98.5% | $6,419-98.9% | $2,241-97.0% |
| Participant deferral / active EE | $6,465 | $7,213-10.4% | $9,331-30.7% | $3,767+71.6% |
| Admin fee / account holder | $236 | $2,405-90.2% | $16,305-98.6% | $2,969-92.1% |