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 GROUP5 years Service code 12 · EIN 93-1253567 | Shareholder servicing fees; Claims pr... | $33,657 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,338 |
Service code 17 · EIN 26-1570786 | Pension Consulting | $6,770 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,501 | $50,815-57.7% | $155,509-86.2% | $77,643-72.3% |
| Participation rate | 80.5% | 63.1%+17.4pp | 78.2%+2.3pp | 70.6%+9.9pp |
| Annual return | 11.29% | 34.80%-23.5pp | 64.67%-53.4pp | 31.24%-19.9pp |
| Employer contribution / active EE | $1,975 | $1,993-0.9% | $4,672-57.7% | $2,726-27.5% |
| Participant deferral / active EE | $2,971 | $2,822+5.3% | $5,626-47.2% | $4,647-36.1% |
| Admin fee / account holder | $152 | $437-65.2% | $15,912-99.0% | $430-64.7% |