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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $18,925 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,558 | $99,957-77.4% | $149,696-84.9% | $73,488-69.3% |
| Participation rate | 49.4% | 75.7%-26.3pp | 82.5%-33.1pp | 70.7%-21.3pp |
| Annual return | 15.96% | 53.87%-37.9pp | 276.60%-260.6pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,094 | $3,191-65.7% | $4,644-76.5% | $2,270-51.8% |
| Participant deferral / active EE | $2,126 | $6,073-65.0% | $6,842-68.9% | $3,740-43.1% |
| Admin fee / account holder | $108 | $551-80.4% | $9,309-98.8% | $513-79.0% |