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 GROUP4 years Service code 12 · EIN 93-1253567 | Shareholder servicing fees; Direct pa... | $29,035 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,344 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,725 | $61,272-71.1% | $149,673-88.2% | $71,457-75.2% |
| Participation rate | 85.3% | 62.5%+22.8pp | 78.8%+6.5pp | 67.9%+17.4pp |
| Annual return | 7.89% | 35.85%-28.0pp | 134.42%-126.5pp | 28.85%-21.0pp |
| Employer contribution / active EE | $1,929 | $2,378-18.9% | $4,818-60.0% | $2,588-25.5% |
| Participant deferral / active EE | $2,509 | $2,917-14.0% | $5,680-55.8% | $4,289-41.5% |
| Admin fee / account holder | $114 | $1,261-91.0% | $13,210-99.1% | $1,587-92.8% |