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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $25,016 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $7,732 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,578 | $50,637-59.4% | $86,590-76.2% | $62,292-67.0% |
| Participation rate | 61.3% | 67.9%-6.5pp | 73.5%-12.2pp | 69.5%-8.2pp |
| Annual return | 23.46% | 20.80%+2.7pp | 964.84%-941.4pp | 28.90%-5.4pp |
| Employer contribution / active EE | $555 | $2,075-73.3% | $2,839-80.5% | $2,042-72.8% |
| Participant deferral / active EE | $1,905 | $2,611-27.1% | $3,609-47.2% | $3,169-39.9% |
| Admin fee / account holder | $65 | $413-84.3% | $4,906-98.7% | $479-86.5% |