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 GROUP6 years Service code 12 · EIN 93-1253567 | Claims processing; Recordkeeping and ... | $29,580 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,621 |
PENSION PLAN SPECIALISTS, PC2 years Service code 17 · EIN 26-1570786 | Pension Consulting | $8,280 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,785 | $50,982-51.4% | $154,803-84.0% | $85,563-71.0% |
| Participation rate | 76.3% | 59.8%+16.6pp | 78.1%-1.7pp | 66.0%+10.4pp |
| Annual return | 9.86% | 30.35%-20.5pp | 58.88%-49.0pp | 31.51%-21.7pp |
| Employer contribution / active EE | $2,052 | $1,708+20.1% | $4,305-52.3% | $2,654-22.7% |
| Participant deferral / active EE | $3,428 | $2,474+38.5% | $5,540-38.1% | $4,375-21.7% |
| Admin fee / account holder | $143 | $846-83.1% | $14,329-99.0% | $834-82.8% |