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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $43,413 |
CLARK NUBER1 year Service code 10 · EIN 91-1194016 | Accounting | $9,500 |
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 | $82,797 | $98,750-16.2% | $149,696-44.7% | $79,858+3.7% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.3pp |
| Annual return | 11.92% | 27.43%-15.5pp | 276.60%-264.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $3,522 | $3,216+9.5% | $4,644-24.2% | $2,471+42.5% |
| Participant deferral / active EE | $8,916 | $5,680+57.0% | $6,842+30.3% | $3,740+138.4% |
| Admin fee / account holder | $101 | $6,053-98.3% | $9,309-98.9% | $5,306-98.1% |