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 9-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 GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $27,480 |
MACGREGOR B, HALL1 year Filed as: MACGREGOR B HALL Service code 27 · EIN 27-3525757 | Advisory (Plan) | $14,302 |
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 | $31,349 | $60,323-48.0% | $81,812-61.7% | $74,495-57.9% |
| Participation rate | 80.0% | 62.9%+17.1pp | 72.3%+7.7pp | 67.2%+12.8pp |
| Annual return | 16.84% | 16.90%-0.1pp | 773.79%-757.0pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $2,155 | $2,620-17.8% | $2,912-26.0% | $2,623-17.8% |
| Participant deferral / active EE | $2,796 | $3,387-17.5% | $4,319-35.3% | $4,346-35.7% |
| Admin fee / account holder | $264 | $1,486-82.2% | $7,386-96.4% | $1,942-86.4% |