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 10-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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $30,513 |
FIRST WESTERN TRUST BANK4 years Service code 27 · EIN 27-0083757 | Advisory (Plan) | $12,318 |
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 | $31,166 | $65,061-52.1% | $143,757-78.3% | $66,914-53.4% |
| Participation rate | 63.8% | 65.2%-1.4pp | 80.3%-16.5pp | 69.8%-6.0pp |
| Annual return | -16.55% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,273 | $2,361-46.1% | $4,951-74.3% | $2,544-50.0% |
| Participant deferral / active EE | $2,773 | $2,919-5.0% | $5,637-50.8% | $4,237-34.5% |
| Admin fee / account holder | $71 | $502-85.9% | $14,673-99.5% | $593-88.1% |