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 9-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 | Sub-transfer agency fees; Recordkeepi... | $77,684 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST CO. Service code 19 · EIN 58-1428634 | Securities Custodian | $5,149 |
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 | $29,743 | $66,601-55.3% | $92,893-68.0% | $67,579-56.0% |
| Participation rate | 59.1% | 72.5%-13.4pp | 76.0%-16.9pp | 71.3%-12.2pp |
| Annual return | 65.53% | 92.58%-27.0pp | 109.41%-43.9pp | 378.56%-313.0pp |
| Employer contribution / active EE | $2,322 | $2,775-16.4% | $3,653-36.4% | $2,148+8.1% |
| Participant deferral / active EE | $5,314 | $3,157+68.4% | $4,236+25.5% | $3,539+50.2% |
| Admin fee / account holder | $141 | $199-28.9% | $5,794-97.6% | $142-0.7% |