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 93-1253567 | Shareholder servicing fees; Recordkee... | $26,075 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,827 |
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 | $20,126 | $61,156-67.1% | $185,823-89.2% | $79,386-74.6% |
| Participation rate | 81.3% | 66.6%+14.7pp | 81.7%-0.4pp | 70.7%+10.6pp |
| Annual return | 19.38% | 19.45%-0.1pp | 122.05%-102.7pp | 116.85%-97.5pp |
| Employer contribution / active EE | $1,737 | $2,321-25.1% | $5,167-66.4% | $2,427-28.4% |
| Participant deferral / active EE | $1,606 | $2,789-42.4% | $5,568-71.1% | $4,046-60.3% |
| Admin fee / account holder | $103 | $710-85.5% | $16,237-99.4% | $626-83.6% |