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 GROUP9 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $55,628 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,332 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,288 | $49,915+50.8% | $154,803-51.4% | $74,304+1.3% |
| Participation rate | 99.2% | 54.0%+45.2pp | 78.1%+21.1pp | 60.3%+38.8pp |
| Annual return | 15.54% | 34.06%-18.5pp | 58.88%-43.3pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,790 | $1,611+11.1% | $4,305-58.4% | $2,241-20.1% |
| Participant deferral / active EE | $5,584 | $2,255+147.7% | $5,540+0.8% | $3,767+48.2% |
| Admin fee / account holder | $520 | $2,189-76.3% | $14,329-96.4% | $2,969-82.5% |