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 GROUP3 years Service code 12 · EIN 93-1253567 | Recordkeeping and information managem... | $29,477 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,348 |
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 | $17,801 | $65,061-72.6% | $143,757-87.6% | $66,914-73.4% |
| Participation rate | 86.6% | 65.2%+21.5pp | 80.3%+6.3pp | 69.8%+16.8pp |
| Annual return | -9.87% | -11.14%+1.3pp | -0.04%-9.8pp | 1.58%-11.5pp |
| Employer contribution / active EE | $1,911 | $2,361-19.1% | $4,951-61.4% | $2,544-24.9% |
| Participant deferral / active EE | $2,409 | $2,919-17.5% | $5,637-57.3% | $4,237-43.1% |
| Admin fee / account holder | $125 | $502-75.1% | $14,673-99.1% | $593-78.9% |