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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $10,147 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,665 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $238 |
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 | $27,785 | $55,453-49.9% | $170,442-83.7% | $62,292-55.4% |
| Participation rate | 89.7% | 66.4%+23.4pp | 83.6%+6.1pp | 69.5%+20.2pp |
| Annual return | 21.48% | 21.38%+0.1pp | 205.93%-184.5pp | 28.90%-7.4pp |
| Employer contribution / active EE | $1,260 | $2,164-41.7% | $5,433-76.8% | $2,042-38.3% |
| Participant deferral / active EE | $3,084 | $2,303+33.9% | $4,939-37.6% | $3,169-2.7% |
| Admin fee / account holder | $130 | $455-71.5% | $13,880-99.1% | $479-73.0% |