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 GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $105,415 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE TRUST CO. Service code 19 · EIN 58-1428634 | Securities Custodian | $4,540 |
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 | $35,575 | $91,517-61.1% | $101,248-64.9% | $73,409-51.5% |
| Participation rate | 57.1% | 73.8%-16.6pp | 75.8%-18.7pp | 72.2%-15.0pp |
| Annual return | 19.82% | 17.17%+2.6pp | 46.47%-26.7pp | 59.29%-39.5pp |
| Employer contribution / active EE | $2,257 | $2,877-21.5% | $3,660-38.3% | $2,234+1.1% |
| Participant deferral / active EE | $5,304 | $3,338+58.9% | $4,370+21.4% | $3,805+39.4% |
| Admin fee / account holder | $143 | $216-33.8% | $5,945-97.6% | $158-9.5% |