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 5-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 | Custodial (other than securities); Cl... | $116,532 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $46,645 |
THE STANDARD1 year Service code 15 · EIN 93-0242990 | Recordkeeping | $37,016 |
Filed as: CALIFORNIA RETIREMENT PLANS Service code 13 · EIN 68-0414789 | Contract Administrator | $22,364 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB Service code 19 · EIN 12-1838406 | Securities Custodian | $12,608 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,494 | $46,292-40.6% | $143,757-80.9% | $64,808-57.6% |
| Participation rate | 91.0% | 64.2%+26.8pp | 80.3%+10.7pp | 71.5%+19.5pp |
| Annual return | -13.92% | -10.05%-3.9pp | -0.04%-13.9pp | 32.82%-46.7pp |
| Employer contribution / active EE | $1,551 | $1,910-18.8% | $4,951-68.7% | $2,506-38.1% |
| Participant deferral / active EE | $4,750 | $2,646+79.5% | $5,637-15.7% | $4,310+10.2% |
| Admin fee / account holder | $131 | $154-14.6% | $14,673-99.1% | $188-30.1% |