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 | Claims processing; Recordkeeping and ... | $40,940 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,962 | $50,815-39.1% | $155,509-80.1% | $77,643-60.1% |
| Participation rate | 55.9% | 63.1%-7.2pp | 78.2%-22.3pp | 70.6%-14.7pp |
| Annual return | 13.73% | 34.80%-21.1pp | 64.67%-50.9pp | 31.24%-17.5pp |
| Employer contribution / active EE | $776 | $1,993-61.0% | $4,672-83.4% | $2,726-71.5% |
| Participant deferral / active EE | $1,082 | $2,822-61.7% | $5,626-80.8% | $4,647-76.7% |
| Admin fee / account holder | $186 | $437-57.5% | $15,912-98.8% | $430-56.9% |