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 | $45,343+66.0% | $150,298-49.9% | $67,986+10.7% |
| Participation rate | 99.2% | 51.9%+47.3pp | 77.8%+21.4pp | 57.2%+42.0pp |
| Annual return | 15.54% | 33.28%-17.7pp | 62.79%-47.2pp | 31.67%-16.1pp |
| Employer contribution / active EE | $1,790 | $1,462+22.4% | $4,154-56.9% | $2,019-11.3% |
| Participant deferral / active EE | $5,584 | $2,055+171.8% | $5,453+2.4% | $3,358+66.3% |
| Admin fee / account holder | $520 | $2,250-76.9% | $14,116-96.3% | $3,203-83.8% |