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 | Recordkeeping and information managem... | $41,680 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,959 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,632 | $50,982-59.5% | $154,803-86.7% | $85,563-75.9% |
| Participation rate | 95.5% | 59.8%+35.7pp | 78.1%+17.4pp | 66.0%+29.5pp |
| Annual return | 14.76% | 30.35%-15.6pp | 58.88%-44.1pp | 31.51%-16.8pp |
| Employer contribution / active EE | $773 | $1,708-54.7% | $4,305-82.0% | $2,654-70.9% |
| Participant deferral / active EE | $1,017 | $2,474-58.9% | $5,540-81.7% | $4,375-76.8% |
| Admin fee / account holder | $137 | $846-83.8% | $14,329-99.0% | $834-83.5% |