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 |
|---|---|---|
Service code 27 · EIN 88-0551235 | Advisory (Plan) | $34,686 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $27,383 |
DEFINITI LLC4 years Service code 10 · EIN 85-0833363 | Accounting | $12,475 |
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 | $35,503 | $54,193-34.5% | $93,606-62.1% | $77,643-54.3% |
| Participation rate | 42.1% | 63.9%-21.8pp | 68.7%-26.6pp | 70.6%-28.5pp |
| Annual return | 19.71% | 30.54%-10.8pp | 133.20%-113.5pp | 31.24%-11.5pp |
| Employer contribution / active EE | $385 | $1,168-67.0% | $2,420-84.1% | $2,726-85.9% |
| Participant deferral / active EE | $2,657 | $3,144-15.5% | $4,411-39.8% | $4,647-42.8% |
| Admin fee / account holder | $233 | $576-59.5% | $8,285-97.2% | $430-45.8% |