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 GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $30,394 |
RELIANCE TRUST COMPANY5 years Service code 19 · EIN 58-1428634 | Securities Custodian | $1,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,818 | $61,272-53.0% | $149,673-80.7% | $71,457-59.7% |
| Participation rate | 66.5% | 62.5%+4.0pp | 78.8%-12.2pp | 67.9%-1.4pp |
| Annual return | 14.16% | 35.85%-21.7pp | 134.42%-120.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $2,273 | $2,378-4.4% | $4,818-52.8% | $2,588-12.2% |
| Participant deferral / active EE | $2,501 | $2,917-14.3% | $5,680-56.0% | $4,289-41.7% |
| Admin fee / account holder | $136 | $1,261-89.2% | $13,210-99.0% | $1,587-91.4% |