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 93-1253576 | Direct payment from the plan; Claims ... | $36,322 |
MINNITI & COMPANY, PC1 year Service code 10 · EIN 93-0925819 | Accounting | $13,000 |
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.
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 | $66,999 | $51,466+30.2% | $78,778-15.0% | $62,292+7.6% |
| Participation rate | 42.1% | 59.8%-17.7pp | 69.2%-27.1pp | 69.5%-27.5pp |
| Annual return | 16.42% | 19.96%-3.5pp | 35.62%-19.2pp | 28.90%-12.5pp |
| Employer contribution / active EE | $79 | $827-90.4% | $1,986-96.0% | $2,042-96.1% |
| Participant deferral / active EE | $2,264 | $2,147+5.4% | $2,958-23.5% | $3,169-28.6% |
| Admin fee / account holder | $290 | $489-40.8% | $5,134-94.4% | $479-39.6% |