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 Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Recordkeeping and information managem... | $35,844 |
Filed as: PRIME RETIREMENT SOLUTIONS LLC Service code 49 · EIN 87-3599091 25B VREELAND RD, STE 209 · FLORHAM PK, NJ 07932 | Other Services | $2,671 |
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 | $36,136 | $49,915-27.6% | $154,803-76.7% | $74,304-51.4% |
| Participation rate | 84.5% | 54.0%+30.6pp | 78.1%+6.4pp | 60.3%+24.2pp |
| Annual return | 11.80% | 34.06%-22.3pp | 58.88%-47.1pp | 29.43%-17.6pp |
| Employer contribution / active EE | $2,189 | $1,611+35.9% | $4,305-49.2% | $2,241-2.3% |
| Participant deferral / active EE | $2,142 | $2,255-5.0% | $5,540-61.3% | $3,767-43.1% |
| Admin fee / account holder | $224 | $2,189-89.8% | $14,329-98.4% | $2,969-92.5% |