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; Custodial (other t... | $52,373 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $30,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,622 | $37,426+163.5% | $77,482+27.3% | $79,858+23.5% |
| Participation rate | 23.5% | 41.5%-18.0pp | 54.2%-30.7pp | 69.6%-46.1pp |
| Annual return | 5.93% | 39.70%-33.8pp | 54.79%-48.9pp | 31.71%-25.8pp |
| Employer contribution / active EE | $18,238 | $637+2764.7% | $986+1749.0% | $2,471+638.2% |
| Participant deferral / active EE | $3,254 | $1,260+158.3% | $1,861+74.9% | $3,740-13.0% |
| Admin fee / account holder | $428 | $2,504-82.9% | $2,858-85.0% | $5,306-91.9% |