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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $34,172 |
MINNITI & COMPANY, PC1+ years Filed as: MINNITI & CO. Service code 10 · EIN 93-0925819 | Accounting | $6,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 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 | $55,195 | $39,245+40.6% | $64,105-13.9% | $52,331+5.5% |
| Participation rate | 52.9% | 58.2%-5.3pp | 68.2%-15.3pp | 68.1%-15.2pp |
| Annual return | -0.86% | 14.79%-15.7pp | 791.24%-792.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $96 | $736-86.9% | $1,820-94.7% | $1,882-94.9% |
| Participant deferral / active EE | $2,355 | $1,992+18.3% | $2,822-16.5% | $3,022-22.1% |
| Admin fee / account holder | $161 | $592-72.8% | $4,499-96.4% | $592-72.8% |